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 | $41,513 | $167,307-75.2% | $143,757-71.1% | $134,475-69.1% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.09% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,764 | $5,619-50.8% | $4,951-44.2% | $4,740-41.7% |
| Participant deferral / active EE | $7,456 | $6,446+15.7% | $5,637+32.3% | $6,400+16.5% |
| Admin fee / account holder | $3,205 | $18,088-82.3% | $14,673-78.2% | $11,426-71.9% |