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 | $27,177 | $167,307-83.8% | $143,757-81.1% | $134,475-79.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.91% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,763 | $5,619-50.8% | $4,951-44.2% | $4,740-41.7% |
| Participant deferral / active EE | $6,258 | $6,446-2.9% | $5,637+11.0% | $6,400-2.2% |
| Admin fee / account holder | $7,414 | $18,088-59.0% | $14,673-49.5% | $11,426-35.1% |