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 | $91,141 | $167,307-45.5% | $143,757-36.6% | $134,475-32.2% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -18.14% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,955 | $5,619-65.2% | $4,951-60.5% | $4,740-58.7% |
| Participant deferral / active EE | $2,769 | $6,446-57.0% | $5,637-50.9% | $6,400-56.7% |
| Admin fee / account holder | $2,531 | $18,088-86.0% | $14,673-82.8% | $11,426-77.9% |