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 | $100,588 | $167,307-39.9% | $143,757-30.0% | $134,475-25.2% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -16.33% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,425 | $5,619-74.6% | $4,951-71.2% | $4,740-69.9% |
| Participant deferral / active EE | $5,550 | $6,446-13.9% | $5,637-1.5% | $6,400-13.3% |
| Admin fee / account holder | $4,473 | $18,088-75.3% | $14,673-69.5% | $11,426-60.9% |