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 | $42,859 | $167,307-74.4% | $143,757-70.2% | $134,475-68.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -17.61% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,182 | $5,619-43.4% | $4,951-35.7% | $4,740-32.9% |
| Participant deferral / active EE | $5,499 | $6,446-14.7% | $5,637-2.4% | $6,400-14.1% |
| Admin fee / account holder | $2,674 | $18,088-85.2% | $14,673-81.8% | $11,426-76.6% |