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 | $47,080 | $167,307-71.9% | $143,757-67.3% | $134,475-65.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.14% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,140 | $5,619-61.9% | $4,951-56.8% | $4,740-54.9% |
| Participant deferral / active EE | $3,559 | $6,446-44.8% | $5,637-36.9% | $6,400-44.4% |
| Admin fee / account holder | $75,577 | $18,088+317.8% | $14,673+415.1% | $11,426+561.5% |