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 | $44,317 | $167,307-73.5% | $143,757-69.2% | $134,475-67.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -4.57% | 0.46%-5.0pp | -0.04%-4.5pp | 417.96%-422.5pp |
| Employer contribution / active EE | $1,787 | $5,619-68.2% | $4,951-63.9% | $4,740-62.3% |
| Participant deferral / active EE | $5,934 | $6,446-7.9% | $5,637+5.3% | $6,400-7.3% |
| Admin fee / account holder | $75,443 | $18,088+317.1% | $14,673+414.2% | $11,426+560.3% |