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 | $35,341 | $167,307-78.9% | $143,757-75.4% | $134,475-73.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -7.01% | 0.46%-7.5pp | -0.04%-7.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $2,923 | $5,619-48.0% | $4,951-41.0% | $4,740-38.3% |
| Participant deferral / active EE | $5,586 | $6,446-13.3% | $5,637-0.9% | $6,400-12.7% |
| Admin fee / account holder | $14,057 | $18,088-22.3% | $14,673-4.2% | $11,426+23.0% |