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 | $62,022 | $167,307-62.9% | $143,757-56.9% | $134,475-53.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.10% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $8,568 | $5,619+52.5% | $4,951+73.1% | $4,740+80.8% |
| Participant deferral / active EE | $5,939 | $6,446-7.9% | $5,637+5.4% | $6,400-7.2% |
| Admin fee / account holder | $3,621 | $18,088-80.0% | $14,673-75.3% | $11,426-68.3% |