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 | $90,249 | $167,307-46.1% | $143,757-37.2% | $134,475-32.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -12.65% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $11,837 | $5,619+110.6% | $4,951+139.1% | $4,740+149.7% |
| Participant deferral / active EE | $6,269 | $6,446-2.7% | $5,637+11.2% | $6,400-2.0% |
| Admin fee / account holder | $5,653 | $18,088-68.7% | $14,673-61.5% | $11,426-50.5% |