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 | $78,783 | $167,307-52.9% | $143,757-45.2% | $134,475-41.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -15.09% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,958 | $5,619-29.6% | $4,951-20.1% | $4,740-16.5% |
| Participant deferral / active EE | $7,735 | $6,446+20.0% | $5,637+37.2% | $6,400+20.9% |
| Admin fee / account holder | $5,107 | $18,088-71.8% | $14,673-65.2% | $11,426-55.3% |