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 | $98,121 | $167,307-41.4% | $143,757-31.7% | $134,475-27.0% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.99% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,693 | $5,619-69.9% | $4,951-65.8% | $4,740-64.3% |
| Participant deferral / active EE | $4,934 | $6,446-23.5% | $5,637-12.5% | $6,400-22.9% |
| Admin fee / account holder | $3,095 | $18,088-82.9% | $14,673-78.9% | $11,426-72.9% |