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 | $39,874 | $167,307-76.2% | $143,757-72.3% | $134,475-70.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -17.09% | 0.46%-17.6pp | -0.04%-17.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,299 | $5,619-23.5% | $4,951-13.2% | $4,740-9.3% |
| Participant deferral / active EE | $2,487 | $6,446-61.4% | $5,637-55.9% | $6,400-61.1% |
| Admin fee / account holder | $1,550 | $18,088-91.4% | $14,673-89.4% | $11,426-86.4% |