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 4-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 | $42,064 | $167,307-74.9% | $143,757-70.7% | $134,475-68.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -19.34% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,993 | $5,619-46.7% | $4,951-39.5% | $4,740-36.8% |
| Participant deferral / active EE | $3,650 | $6,446-43.4% | $5,637-35.3% | $6,400-43.0% |
| Admin fee / account holder | $14,673 | $18,088-18.9% | $14,6730% | $11,426+28.4% |