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 | $69,227 | $167,307-58.6% | $143,757-51.8% | $134,475-48.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.85% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $7,718 | $5,619+37.4% | $4,951+55.9% | $4,740+62.8% |
| Participant deferral / active EE | $10,406 | $6,446+61.4% | $5,637+84.6% | $6,400+62.6% |
| Admin fee / account holder | $18,660 | $18,088+3.2% | $14,673+27.2% | $11,426+63.3% |