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 | $30,845 | $167,307-81.6% | $143,757-78.5% | $134,475-77.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.68% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,171 | $5,619-61.4% | $4,951-56.2% | $4,740-54.2% |
| Participant deferral / active EE | $5,592 | $6,446-13.2% | $5,637-0.8% | $6,400-12.6% |
| Admin fee / account holder | $8,523 | $18,088-52.9% | $14,673-41.9% | $11,426-25.4% |