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 | $116,144 | $167,307-30.6% | $143,757-19.2% | $134,475-13.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.13% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,258 | $5,619-59.8% | $4,951-54.4% | $4,740-52.4% |
| Participant deferral / active EE | $8,812 | $6,446+36.7% | $5,637+56.3% | $6,400+37.7% |
| Admin fee / account holder | $1,363 | $18,088-92.5% | $14,673-90.7% | $11,426-88.1% |