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 | $56,892 | $167,307-66.0% | $143,757-60.4% | $134,475-57.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.74% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,132 | $5,619-62.1% | $4,951-56.9% | $4,740-55.0% |
| Participant deferral / active EE | $7,365 | $6,446+14.3% | $5,637+30.6% | $6,400+15.1% |
| Admin fee / account holder | $27,821 | $18,088+53.8% | $14,673+89.6% | $11,426+143.5% |