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 | $119,101 | $167,307-28.8% | $143,757-17.2% | $134,475-11.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.72% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,709 | $5,619-69.6% | $4,951-65.5% | $4,740-63.9% |
| Participant deferral / active EE | $5,096 | $6,446-20.9% | $5,637-9.6% | $6,400-20.4% |
| Admin fee / account holder | $5,477 | $18,088-69.7% | $14,673-62.7% | $11,426-52.1% |