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 | $39,925 | $127,100-68.6% | $105,738-62.2% | $135,375-70.5% |
| Participation rate | 70.6% | 82.7%-12.1pp | 76.3%-5.7pp | 82.6%-12.1pp |
| Annual return | -3.17% | 4.49%-7.7pp | 6.27%-9.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,345 | $4,107-67.3% | $3,268-58.9% | $4,779-71.9% |
| Participant deferral / active EE | $2,077 | $5,064-59.0% | $4,080-49.1% | $5,609-63.0% |
| Admin fee / account holder | $6,679 | $9,087-26.5% | $6,913-3.4% | $10,827-38.3% |