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 | $38,091 | $167,307-77.2% | $143,757-73.5% | $134,475-71.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.66% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,840 | $5,619-67.3% | $4,951-62.8% | $4,740-61.2% |
| Participant deferral / active EE | $5,854 | $6,446-9.2% | $5,637+3.8% | $6,400-8.5% |
| Admin fee / account holder | $11,800 | $18,088-34.8% | $14,673-19.6% | $11,426+3.3% |