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 | $45,078 | $167,307-73.1% | $143,757-68.6% | $134,475-66.5% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -18.55% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,229 | $5,619-60.3% | $4,951-55.0% | $4,740-53.0% |
| Participant deferral / active EE | $5,136 | $6,446-20.3% | $5,637-8.9% | $6,400-19.8% |
| Admin fee / account holder | $573 | $18,088-96.8% | $14,673-96.1% | $11,426-95.0% |