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 | $38,339 | $127,386-69.9% | $115,037-66.7% | $125,391-69.4% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -1.58% | 31.28%-32.9pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,974 | $5,166-61.8% | $4,608-57.1% | $4,866-59.4% |
| Participant deferral / active EE | $2,830 | $6,423-55.9% | $6,026-53.0% | $5,352-47.1% |
| Admin fee / account holder | $10,198 | $9,516+7.2% | $8,175+24.7% | $9,540+6.9% |