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 | $23,071 | $167,307-86.2% | $143,757-84.0% | $134,475-82.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.39% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,014 | $5,619-64.2% | $4,951-59.3% | $4,740-57.5% |
| Participant deferral / active EE | $3,224 | $6,446-50.0% | $5,637-42.8% | $6,400-49.6% |
| Admin fee / account holder | $9,142 | $18,088-49.5% | $14,673-37.7% | $11,426-20.0% |