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 | $50,548 | $168,632-70.0% | $147,614-65.8% | $125,391-59.7% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | -1.24% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,297 | $6,252-79.2% | $5,564-76.7% | $4,866-73.3% |
| Participant deferral / active EE | $3,872 | $5,507-29.7% | $4,895-20.9% | $5,352-27.6% |
| Admin fee / account holder | $7,036 | $13,580-48.2% | $11,611-39.4% | $9,540-26.3% |