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 | $120,820 | $167,307-27.8% | $143,757-16.0% | $134,475-10.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.09% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,858 | $5,619-66.9% | $4,951-62.5% | $4,740-60.8% |
| Participant deferral / active EE | $5,559 | $6,446-13.8% | $5,637-1.4% | $6,400-13.1% |
| Admin fee / account holder | $30,872 | $18,088+70.7% | $14,673+110.4% | $11,426+170.2% |