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 | $86,611 | $167,307-48.2% | $143,757-39.8% | $134,475-35.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -18.12% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,158 | $5,619-79.4% | $4,951-76.6% | $4,740-75.6% |
| Participant deferral / active EE | $4,610 | $6,446-28.5% | $5,637-18.2% | $6,400-28.0% |
| Admin fee / account holder | $958 | $18,088-94.7% | $14,673-93.5% | $11,426-91.6% |