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 | $90,550 | $127,386-28.9% | $115,037-21.3% | $125,391-27.8% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | 0.27% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,832 | $5,166-45.2% | $4,608-38.5% | $4,866-41.8% |
| Participant deferral / active EE | $5,400 | $6,423-15.9% | $6,026-10.4% | $5,352+0.9% |
| Admin fee / account holder | $15,277 | $9,516+60.5% | $8,175+86.9% | $9,540+60.1% |