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 4-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 | $101,986 | $167,307-39.0% | $143,757-29.1% | $134,475-24.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.45% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $5,758 | $5,619+2.5% | $4,951+16.3% | $4,740+21.5% |
| Participant deferral / active EE | $10,453 | $6,446+62.2% | $5,637+85.4% | $6,400+63.3% |
| Admin fee / account holder | $1,493 | $18,088-91.7% | $14,673-89.8% | $11,426-86.9% |