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 | $104,761 | $167,307-37.4% | $143,757-27.1% | $134,475-22.1% |
| Participation rate | 78.3% | 84.8%-6.5pp | 80.3%-2.0pp | 81.2%-3.0pp |
| Annual return | -17.84% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,959 | $5,619-29.5% | $4,951-20.0% | $4,740-16.5% |
| Participant deferral / active EE | $4,625 | $6,446-28.2% | $5,637-18.0% | $6,400-27.7% |
| Admin fee / account holder | $750 | $18,088-95.9% | $14,673-94.9% | $11,426-93.4% |