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 | $24,023 | $211,958-88.7% | $169,463-85.8% | $135,375-82.3% |
| Participation rate | 93.8% | 82.6%+11.1pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -6.67% | 3.26%-9.9pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,059 | $5,120-40.3% | $4,159-26.5% | $4,779-36.0% |
| Participant deferral / active EE | $1,579 | $6,075-74.0% | $5,277-70.1% | $5,609-71.8% |
| Admin fee / account holder | $2,700 | $11,471-76.5% | $9,109-70.4% | $10,827-75.1% |