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 | $43,129 | $167,307-74.2% | $143,757-70.0% | $134,475-67.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -15.18% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,970 | $5,619-64.9% | $4,951-60.2% | $4,740-58.4% |
| Participant deferral / active EE | $4,701 | $6,446-27.1% | $5,637-16.6% | $6,400-26.5% |
| Admin fee / account holder | $15,031 | $18,088-16.9% | $14,673+2.4% | $11,426+31.6% |