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 | $52,134 | $142,344-63.4% | $119,609-56.4% | $134,475-61.2% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -15.73% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,101 | $5,222-59.8% | $4,232-50.4% | $4,740-55.7% |
| Participant deferral / active EE | $5,103 | $6,469-21.1% | $5,602-8.9% | $6,400-20.3% |
| Admin fee / account holder | $7,831 | $13,584-42.3% | $10,323-24.1% | $11,426-31.5% |