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 | $66,987 | $142,344-52.9% | $119,609-44.0% | $134,475-50.2% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -10.93% | -12.44%+1.5pp | -14.97%+4.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $4,106 | $5,222-21.4% | $4,232-3.0% | $4,740-13.4% |
| Participant deferral / active EE | $8,552 | $6,469+32.2% | $5,602+52.7% | $6,400+33.6% |
| Admin fee / account holder | $16,509 | $13,584+21.5% | $10,323+59.9% | $11,426+44.5% |