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 | $73,213 | $167,307-56.2% | $143,757-49.1% | $134,475-45.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -16.19% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,903 | $5,619-66.1% | $4,951-61.6% | $4,740-59.9% |
| Participant deferral / active EE | $4,315 | $6,446-33.1% | $5,637-23.5% | $6,400-32.6% |
| Admin fee / account holder | $881 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |