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 | $68,942 | $167,307-58.8% | $143,757-52.0% | $134,475-48.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.98% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,205 | $5,619-60.8% | $4,951-55.5% | $4,740-53.5% |
| Participant deferral / active EE | $7,657 | $6,446+18.8% | $5,637+35.8% | $6,400+19.7% |
| Admin fee / account holder | $1,057 | $18,088-94.2% | $14,673-92.8% | $11,426-90.8% |