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 | $41,938 | $167,307-74.9% | $143,757-70.8% | $134,475-68.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.58% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,456 | $5,619-74.1% | $4,951-70.6% | $4,740-69.3% |
| Participant deferral / active EE | $3,346 | $6,446-48.1% | $5,637-40.6% | $6,400-47.7% |
| Admin fee / account holder | $25,773 | $18,088+42.5% | $14,673+75.7% | $11,426+125.6% |