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 | $69,021 | $167,307-58.7% | $143,757-52.0% | $134,475-48.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -17.31% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,891 | $5,619-48.6% | $4,951-41.6% | $4,740-39.0% |
| Participant deferral / active EE | $8,759 | $6,446+35.9% | $5,637+55.4% | $6,400+36.9% |
| Admin fee / account holder | $1,039 | $18,088-94.3% | $14,673-92.9% | $11,426-90.9% |