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 5-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 | $26,507 | $100,754-73.7% | $86,677-69.4% | $134,475-80.3% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -18.22% | 29.04%-47.3pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,021 | $3,489-70.7% | $2,836-64.0% | $4,740-78.4% |
| Participant deferral / active EE | $2,458 | $5,338-54.0% | $4,656-47.2% | $6,400-61.6% |
| Admin fee / account holder | $1,640 | $10,926-85.0% | $7,493-78.1% | $11,426-85.7% |