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 | $42,360 | $167,307-74.7% | $143,757-70.5% | $134,475-68.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -16.52% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,999 | $5,619-11.0% | $4,951+1.0% | $4,740+5.5% |
| Participant deferral / active EE | $2,642 | $6,446-59.0% | $5,637-53.1% | $6,400-58.7% |
| Admin fee / account holder | $13,350 | $18,088-26.2% | $14,673-9.0% | $11,426+16.8% |