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 | $72,499 | $90,590-20.0% | $90,782-20.1% | $135,375-46.4% |
| Participation rate | 77.8% | 83.7%-6.0pp | 82.7%-4.9pp | 82.6%-4.9pp |
| Annual return | -7.71% | -3.40%-4.3pp | -3.42%-4.3pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,812 | $4,352-58.4% | $4,105-55.9% | $4,779-62.1% |
| Participant deferral / active EE | $4,091 | $5,407-24.3% | $5,366-23.8% | $5,609-27.1% |
| Admin fee / account holder | $1,050 | $7,683-86.3% | $5,908-82.2% | $10,827-90.3% |