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 | $30,670 | $100,754-69.6% | $86,677-64.6% | $134,475-77.2% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -16.29% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $754 | $3,489-78.4% | $2,836-73.4% | $4,740-84.1% |
| Participant deferral / active EE | $4,113 | $5,338-22.9% | $4,656-11.7% | $6,400-35.7% |
| Admin fee / account holder | $1,789 | $10,926-83.6% | $7,493-76.1% | $11,426-84.3% |