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 | $75,521 | $167,307-54.9% | $143,757-47.5% | $134,475-43.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.05% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,370 | $5,619-57.8% | $4,951-52.1% | $4,740-50.0% |
| Participant deferral / active EE | $5,966 | $6,446-7.4% | $5,637+5.8% | $6,400-6.8% |
| Admin fee / account holder | $605 | $18,088-96.7% | $14,673-95.9% | $11,426-94.7% |