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 | $61,211 | $167,307-63.4% | $143,757-57.4% | $134,475-54.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.96% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,738 | $5,619-51.3% | $4,951-44.7% | $4,740-42.2% |
| Participant deferral / active EE | $6,260 | $6,446-2.9% | $5,637+11.1% | $6,400-2.2% |
| Admin fee / account holder | $4,079 | $18,088-77.5% | $14,673-72.2% | $11,426-64.3% |