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 | $32,679 | $142,344-77.0% | $119,609-72.7% | $134,475-75.7% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -2.13% | -12.44%+10.3pp | -14.97%+12.8pp | 417.96%-420.1pp |
| Employer contribution / active EE | $2,217 | $5,222-57.5% | $4,232-47.6% | $4,740-53.2% |
| Participant deferral / active EE | $5,388 | $6,469-16.7% | $5,602-3.8% | $6,400-15.8% |
| Admin fee / account holder | $65,574 | $13,584+382.7% | $10,323+535.2% | $11,426+473.9% |