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 | $114,021 | $167,307-31.8% | $143,757-20.7% | $134,475-15.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -13.80% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,739 | $5,619-69.0% | $4,951-64.9% | $4,740-63.3% |
| Participant deferral / active EE | $2,618 | $6,446-59.4% | $5,637-53.6% | $6,400-59.1% |
| Admin fee / account holder | $62,127 | $18,088+243.5% | $14,673+323.4% | $11,426+443.7% |