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 | $80,991 | $167,307-51.6% | $143,757-43.7% | $134,475-39.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.81% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $8,364 | $5,619+48.9% | $4,951+68.9% | $4,740+76.5% |
| Participant deferral / active EE | $5,191 | $6,446-19.5% | $5,637-7.9% | $6,400-18.9% |
| Admin fee / account holder | $5,048 | $18,088-72.1% | $14,673-65.6% | $11,426-55.8% |