See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,565 | $167,307-71.0% | $143,757-66.2% | $134,475-63.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -17.11% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,490 | $5,619-37.9% | $4,951-29.5% | $4,740-26.4% |
| Participant deferral / active EE | $7,242 | $6,446+12.3% | $5,637+28.5% | $6,400+13.2% |
| Admin fee / account holder | $2,882 | $18,088-84.1% | $14,673-80.4% | $11,426-74.8% |