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 | $64,486 | $127,386-49.4% | $115,037-43.9% | $125,391-48.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.95% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,337 | $5,166-35.4% | $4,608-27.6% | $4,866-31.4% |
| Participant deferral / active EE | $3,519 | $6,423-45.2% | $6,026-41.6% | $5,352-34.2% |
| Admin fee / account holder | $381 | $9,516-96.0% | $8,175-95.3% | $9,540-96.0% |