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 | $47,913 | $167,307-71.4% | $143,757-66.7% | $134,475-64.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.00% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,579 | $5,619-71.9% | $4,951-68.1% | $4,740-66.7% |
| Participant deferral / active EE | $5,327 | $6,446-17.4% | $5,637-5.5% | $6,400-16.8% |
| Admin fee / account holder | $398 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |