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 | $133,160 | $167,307-20.4% | $143,757-7.4% | $134,475-1.0% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -4.89% | 0.46%-5.4pp | -0.04%-4.9pp | 417.96%-422.9pp |
| Employer contribution / active EE | $2,333 | $5,619-58.5% | $4,951-52.9% | $4,740-50.8% |
| Participant deferral / active EE | $4,920 | $6,446-23.7% | $5,637-12.7% | $6,400-23.1% |
| Admin fee / account holder | $10,474 | $18,088-42.1% | $14,673-28.6% | $11,426-8.3% |