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 | $65,276 | $167,307-61.0% | $143,757-54.6% | $134,475-51.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.37% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $8,015 | $5,619+42.6% | $4,951+61.9% | $4,740+69.1% |
| Participant deferral / active EE | $6,075 | $6,446-5.7% | $5,637+7.8% | $6,400-5.1% |
| Admin fee / account holder | $3,551 | $18,088-80.4% | $14,673-75.8% | $11,426-68.9% |