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 | $26,233 | $167,307-84.3% | $143,757-81.8% | $134,475-80.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -14.99% | 0.46%-15.5pp | -0.04%-14.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,200 | $5,619-7.5% | $4,951+5.0% | $4,740+9.7% |
| Participant deferral / active EE | $4,122 | $6,446-36.1% | $5,637-26.9% | $6,400-35.6% |
| Admin fee / account holder | $27,976 | $18,088+54.7% | $14,673+90.7% | $11,426+144.8% |