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 | $49,958 | $167,307-70.1% | $143,757-65.2% | $134,475-62.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -18.67% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,576 | $5,619-54.2% | $4,951-48.0% | $4,740-45.6% |
| Participant deferral / active EE | $4,945 | $6,446-23.3% | $5,637-12.3% | $6,400-22.7% |
| Admin fee / account holder | $875 | $18,088-95.2% | $14,673-94.0% | $11,426-92.3% |