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 | $40,791 | $167,307-75.6% | $143,757-71.6% | $134,475-69.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -7.51% | 0.46%-8.0pp | -0.04%-7.5pp | 417.96%-425.5pp |
| Employer contribution / active EE | $5,918 | $5,619+5.3% | $4,951+19.5% | $4,740+24.9% |
| Participant deferral / active EE | $8,755 | $6,446+35.8% | $5,637+55.3% | $6,400+36.8% |
| Admin fee / account holder | $912 | $18,088-95.0% | $14,673-93.8% | $11,426-92.0% |