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 | $69,046 | $100,754-31.5% | $86,677-20.3% | $134,475-48.7% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -18.33% | 29.04%-47.4pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,357 | $3,489-32.5% | $2,836-16.9% | $4,740-50.3% |
| Participant deferral / active EE | $4,291 | $5,338-19.6% | $4,656-7.8% | $6,400-33.0% |
| Admin fee / account holder | $1,116 | $10,926-89.8% | $7,493-85.1% | $11,426-90.2% |