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 | $113,039 | $167,307-32.4% | $143,757-21.4% | $134,475-15.9% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -19.36% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,881 | $5,619-48.7% | $4,951-41.8% | $4,740-39.2% |
| Participant deferral / active EE | $5,044 | $6,446-21.7% | $5,637-10.5% | $6,400-21.2% |
| Admin fee / account holder | $47,005 | $18,088+159.9% | $14,673+220.4% | $11,426+311.4% |