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 | $127,073 | $167,307-24.0% | $143,757-11.6% | $134,475-5.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.44% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,246 | $5,619-60.0% | $4,951-54.6% | $4,740-52.6% |
| Participant deferral / active EE | $8,161 | $6,446+26.6% | $5,637+44.8% | $6,400+27.5% |
| Admin fee / account holder | $697 | $18,088-96.1% | $14,673-95.2% | $11,426-93.9% |