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 | $76,589 | $167,307-54.2% | $143,757-46.7% | $134,475-43.0% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -17.43% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,770 | $5,619-50.7% | $4,951-44.1% | $4,740-41.6% |
| Participant deferral / active EE | $4,806 | $6,446-25.4% | $5,637-14.7% | $6,400-24.9% |
| Admin fee / account holder | $9,373 | $18,088-48.2% | $14,673-36.1% | $11,426-18.0% |