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 | $115,069 | $167,307-31.2% | $143,757-20.0% | $134,475-14.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -13.04% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $6,574 | $5,619+17.0% | $4,951+32.8% | $4,740+38.7% |
| Participant deferral / active EE | $6,219 | $6,446-3.5% | $5,637+10.3% | $6,400-2.8% |
| Admin fee / account holder | $1,049 | $18,088-94.2% | $14,673-92.9% | $11,426-90.8% |