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 | $84,977 | $167,307-49.2% | $143,757-40.9% | $134,475-36.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -15.20% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,121 | $5,619-26.7% | $4,951-16.8% | $4,740-13.0% |
| Participant deferral / active EE | $2,938 | $6,446-54.4% | $5,637-47.9% | $6,400-54.1% |
| Admin fee / account holder | $4,444 | $18,088-75.4% | $14,673-69.7% | $11,426-61.1% |