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 | $40,505 | $167,307-75.8% | $143,757-71.8% | $134,475-69.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -11.35% | 0.46%-11.8pp | -0.04%-11.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,364 | $5,619-57.9% | $4,951-52.3% | $4,740-50.1% |
| Participant deferral / active EE | $4,858 | $6,446-24.6% | $5,637-13.8% | $6,400-24.1% |
| Admin fee / account holder | $2,153 | $18,088-88.1% | $14,673-85.3% | $11,426-81.2% |