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 | $66,177 | $167,307-60.4% | $143,757-54.0% | $134,475-50.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -13.63% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,514 | $5,619-37.5% | $4,951-29.0% | $4,740-25.9% |
| Participant deferral / active EE | $4,782 | $6,446-25.8% | $5,637-15.2% | $6,400-25.3% |
| Admin fee / account holder | $12,334 | $18,088-31.8% | $14,673-15.9% | $11,426+7.9% |