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 | $30,203 | $175,600-82.8% | $129,110-76.6% | $134,475-77.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.3%+13.7pp | 81.2%+9.7pp |
| Annual return | -15.91% | -11.39%-4.5pp | -10.94%-5.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,750 | $6,355-56.7% | $5,052-45.6% | $4,740-42.0% |
| Participant deferral / active EE | $6,291 | $7,975-21.1% | $6,542-3.8% | $6,400-1.7% |
| Admin fee / account holder | $2,854 | $23,567-87.9% | $14,302-80.0% | $11,426-75.0% |