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 | $43,991 | $167,307-73.7% | $143,757-69.4% | $134,475-67.3% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -19.29% | 0.46%-19.8pp | -0.04%-19.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,630 | $5,619-71.0% | $4,951-67.1% | $4,740-65.6% |
| Participant deferral / active EE | $2,215 | $6,446-65.6% | $5,637-60.7% | $6,400-65.4% |
| Admin fee / account holder | $1,924 | $18,088-89.4% | $14,673-86.9% | $11,426-83.2% |