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 | $63,829 | $167,307-61.8% | $143,757-55.6% | $134,475-52.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.11% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,598 | $5,619-36.0% | $4,951-27.3% | $4,740-24.1% |
| Participant deferral / active EE | $5,420 | $6,446-15.9% | $5,637-3.9% | $6,400-15.3% |
| Admin fee / account holder | $1,947 | $18,088-89.2% | $14,673-86.7% | $11,426-83.0% |