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 | $19,951 | $78,694-74.6% | $67,652-70.5% | $125,391-84.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -1.95% | 9.46%-11.4pp | 6625.04%-6627.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,625 | $3,044+19.1% | $2,266+60.0% | $4,866-25.5% |
| Participant deferral / active EE | $7,281 | $4,292+69.6% | $3,560+104.5% | $5,352+36.1% |
| Admin fee / account holder | $3,659 | $7,403-50.6% | $4,821-24.1% | $9,540-61.6% |