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 | $34,129 | $167,307-79.6% | $143,757-76.3% | $134,475-74.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.15% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,363 | $5,619-22.4% | $4,951-11.9% | $4,740-7.9% |
| Participant deferral / active EE | $5,323 | $6,446-17.4% | $5,637-5.6% | $6,400-16.8% |
| Admin fee / account holder | $6,364 | $18,088-64.8% | $14,673-56.6% | $11,426-44.3% |