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 | $51,537 | $167,307-69.2% | $143,757-64.2% | $134,475-61.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.45% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,503 | $5,619-55.5% | $4,951-49.4% | $4,740-47.2% |
| Participant deferral / active EE | $5,263 | $6,446-18.3% | $5,637-6.6% | $6,400-17.8% |
| Admin fee / account holder | $557 | $18,088-96.9% | $14,673-96.2% | $11,426-95.1% |