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 | $26,083 | $100,754-74.1% | $86,677-69.9% | $134,475-80.6% |
| Participation rate | 72.2% | 78.9%-6.7pp | 76.6%-4.4pp | 81.2%-9.0pp |
| Annual return | -18.98% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,237 | $3,489-64.5% | $2,836-56.4% | $4,740-73.9% |
| Participant deferral / active EE | $3,162 | $5,338-40.8% | $4,656-32.1% | $6,400-50.6% |
| Admin fee / account holder | $1,900 | $10,926-82.6% | $7,493-74.6% | $11,426-83.4% |