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 | $76,017 | $167,307-54.6% | $143,757-47.1% | $134,475-43.5% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -16.23% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,588 | $5,619-53.9% | $4,951-47.7% | $4,740-45.4% |
| Participant deferral / active EE | $6,172 | $6,446-4.2% | $5,637+9.5% | $6,400-3.6% |
| Admin fee / account holder | $1,179 | $18,088-93.5% | $14,673-92.0% | $11,426-89.7% |