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 | $25,910 | $167,307-84.5% | $143,757-82.0% | $134,475-80.7% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -17.45% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,264 | $5,619-77.5% | $4,951-74.5% | $4,740-73.3% |
| Participant deferral / active EE | $2,810 | $6,446-56.4% | $5,637-50.1% | $6,400-56.1% |
| Admin fee / account holder | $3,679 | $18,088-79.7% | $14,673-74.9% | $11,426-67.8% |