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 | $50,495 | $72,177-30.0% | $115,037-56.1% | $59,632-15.3% |
| Participation rate | 70.4% | 72.6%-2.2pp | 81.4%-11.0pp | 68.7%+1.7pp |
| Annual return | -2.29% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $7,108 | $2,841+150.2% | $4,608+54.3% | $2,203+222.7% |
| Participant deferral / active EE | $8,863 | $4,783+85.3% | $6,026+47.1% | $3,192+177.7% |
| Admin fee / account holder | $3,277 | $4,927-33.5% | $8,175-59.9% | $4,297-23.7% |