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 | $80,420 | $167,307-51.9% | $143,757-44.1% | $134,475-40.2% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -8.75% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $2,021 | $5,619-64.0% | $4,951-59.2% | $4,740-57.4% |
| Participant deferral / active EE | $5,245 | $6,446-18.6% | $5,637-7.0% | $6,400-18.0% |
| Admin fee / account holder | $662 | $18,088-96.3% | $14,673-95.5% | $11,426-94.2% |