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 | $59,386 | $167,307-64.5% | $143,757-58.7% | $134,475-55.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -3.27% | 0.46%-3.7pp | -0.04%-3.2pp | 417.96%-421.2pp |
| Employer contribution / active EE | $2,505 | $5,619-55.4% | $4,951-49.4% | $4,740-47.2% |
| Participant deferral / active EE | $6,091 | $6,446-5.5% | $5,637+8.0% | $6,400-4.8% |
| Admin fee / account holder | $594 | $18,088-96.7% | $14,673-96.0% | $11,426-94.8% |