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 | $31,349 | $167,307-81.3% | $143,757-78.2% | $134,475-76.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.80% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,376 | $5,619-75.5% | $4,951-72.2% | $4,740-71.0% |
| Participant deferral / active EE | $2,904 | $6,446-54.9% | $5,637-48.5% | $6,400-54.6% |
| Admin fee / account holder | $1,139 | $18,088-93.7% | $14,673-92.2% | $11,426-90.0% |