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 | $25,274 | $167,307-84.9% | $143,757-82.4% | $134,475-81.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.61% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,815 | $5,619-67.7% | $4,951-63.3% | $4,740-61.7% |
| Participant deferral / active EE | $2,767 | $6,446-57.1% | $5,637-50.9% | $6,400-56.8% |
| Admin fee / account holder | $511 | $18,088-97.2% | $14,673-96.5% | $11,426-95.5% |