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 | $37,409 | $167,307-77.6% | $143,757-74.0% | $134,475-72.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.02% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,738 | $5,619-33.5% | $4,951-24.5% | $4,740-21.1% |
| Participant deferral / active EE | $3,564 | $6,446-44.7% | $5,637-36.8% | $6,400-44.3% |
| Admin fee / account holder | $328 | $18,088-98.2% | $14,673-97.8% | $11,426-97.1% |