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 | $97,040 | $167,307-42.0% | $143,757-32.5% | $134,475-27.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.92% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,267 | $5,619-77.4% | $4,951-74.4% | $4,740-73.3% |
| Participant deferral / active EE | $6,313 | $6,446-2.1% | $5,637+12.0% | $6,400-1.4% |
| Admin fee / account holder | $947 | $18,088-94.8% | $14,673-93.5% | $11,426-91.7% |