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 | $51,584 | $100,754-48.8% | $86,677-40.5% | $134,475-61.6% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -15.55% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,955 | $3,489-44.0% | $2,836-31.1% | $4,740-58.7% |
| Participant deferral / active EE | $4,430 | $5,338-17.0% | $4,656-4.8% | $6,400-30.8% |
| Admin fee / account holder | $14,758 | $10,926+35.1% | $7,493+97.0% | $11,426+29.2% |