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 | $79,436 | $175,600-54.8% | $129,110-38.5% | $134,475-40.9% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.3%+16.9pp | 81.2%+12.9pp |
| Annual return | -18.07% | -11.39%-6.7pp | -10.94%-7.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,939 | $6,355-22.3% | $5,052-2.2% | $4,740+4.2% |
| Participant deferral / active EE | $6,644 | $7,975-16.7% | $6,542+1.6% | $6,400+3.8% |
| Admin fee / account holder | $1,081 | $23,567-95.4% | $14,302-92.4% | $11,426-90.5% |