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 | $29,174 | $167,307-82.6% | $143,757-79.7% | $134,475-78.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.70% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,811 | $5,619-32.2% | $4,951-23.0% | $4,740-19.6% |
| Participant deferral / active EE | $9,825 | $6,446+52.4% | $5,637+74.3% | $6,400+53.5% |
| Admin fee / account holder | $9,198 | $18,088-49.1% | $14,673-37.3% | $11,426-19.5% |