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 | $84,768 | $167,307-49.3% | $143,757-41.0% | $134,475-37.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.35% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,917 | $5,619-48.1% | $4,951-41.1% | $4,740-38.5% |
| Participant deferral / active EE | $6,615 | $6,446+2.6% | $5,637+17.4% | $6,400+3.4% |
| Admin fee / account holder | $3,601 | $18,088-80.1% | $14,673-75.5% | $11,426-68.5% |