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 | $37,424 | $167,307-77.6% | $143,757-74.0% | $134,475-72.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.90% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,168 | $5,619-79.2% | $4,951-76.4% | $4,740-75.4% |
| Participant deferral / active EE | $3,399 | $6,446-47.3% | $5,637-39.7% | $6,400-46.9% |
| Admin fee / account holder | $901 | $18,088-95.0% | $14,673-93.9% | $11,426-92.1% |