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 | $52,222 | $167,307-68.8% | $143,757-63.7% | $134,475-61.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.36% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,024 | $5,619-28.4% | $4,951-18.7% | $4,740-15.1% |
| Participant deferral / active EE | $3,657 | $6,446-43.3% | $5,637-35.1% | $6,400-42.9% |
| Admin fee / account holder | $3,844 | $18,088-78.8% | $14,673-73.8% | $11,426-66.4% |