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 | $48,018 | $142,344-66.3% | $119,609-59.9% | $134,475-64.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -19.41% | -12.44%-7.0pp | -14.97%-4.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,599 | $5,222-69.4% | $4,232-62.2% | $4,740-66.3% |
| Participant deferral / active EE | $3,278 | $6,469-49.3% | $5,602-41.5% | $6,400-48.8% |
| Admin fee / account holder | $349 | $13,584-97.4% | $10,323-96.6% | $11,426-96.9% |