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 | $66,394 | $131,829-49.6% | $108,579-38.9% | $273,961-75.8% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 2.18% | -91.57%+93.7pp | -51.70%+53.9pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,653 | $4,912-66.3% | $3,758-56.0% | $4,869-66.0% |
| Participant deferral / active EE | $5,847 | $5,127+14.0% | $4,311+35.6% | $5,287+10.6% |
| Admin fee / account holder | $28,497 | $10,252+178.0% | $7,645+272.8% | $10,132+181.3% |