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 | $111,173 | $167,307-33.6% | $143,757-22.7% | $134,475-17.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -19.32% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,510 | $5,619-55.3% | $4,951-49.3% | $4,740-47.0% |
| Participant deferral / active EE | $7,658 | $6,446+18.8% | $5,637+35.9% | $6,400+19.7% |
| Admin fee / account holder | $15,535 | $18,088-14.1% | $14,673+5.9% | $11,426+36.0% |