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 | $24,491 | $167,307-85.4% | $143,757-83.0% | $134,475-81.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.45% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,041 | $5,619-63.7% | $4,951-58.8% | $4,740-56.9% |
| Participant deferral / active EE | $2,720 | $6,446-57.8% | $5,637-51.7% | $6,400-57.5% |
| Admin fee / account holder | $2,946 | $18,088-83.7% | $14,673-79.9% | $11,426-74.2% |