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 | $34,578 | $167,307-79.3% | $143,757-75.9% | $134,475-74.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -17.96% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,146 | $5,619-61.8% | $4,951-56.7% | $4,740-54.7% |
| Participant deferral / active EE | $5,030 | $6,446-22.0% | $5,637-10.8% | $6,400-21.4% |
| Admin fee / account holder | $4,473 | $18,088-75.3% | $14,673-69.5% | $11,426-60.9% |