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 | $101,759 | $167,307-39.2% | $143,757-29.2% | $134,475-24.3% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -16.42% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,328 | $5,619-58.6% | $4,951-53.0% | $4,740-50.9% |
| Participant deferral / active EE | $4,846 | $6,446-24.8% | $5,637-14.0% | $6,400-24.3% |
| Admin fee / account holder | $1,293 | $18,088-92.9% | $14,673-91.2% | $11,426-88.7% |