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 | $100,647 | $167,307-39.8% | $143,757-30.0% | $134,475-25.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -10.27% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $4,215 | $5,619-25.0% | $4,951-14.9% | $4,740-11.1% |
| Participant deferral / active EE | $8,457 | $6,446+31.2% | $5,637+50.0% | $6,400+32.1% |
| Admin fee / account holder | $15,372 | $18,088-15.0% | $14,673+4.8% | $11,426+34.5% |