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 | $83,115 | $167,307-50.3% | $143,757-42.2% | $134,475-38.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -18.82% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,100 | $5,619-62.6% | $4,951-57.6% | $4,740-55.7% |
| Participant deferral / active EE | $6,492 | $6,446+0.7% | $5,637+15.2% | $6,400+1.4% |
| Admin fee / account holder | $5,679 | $18,088-68.6% | $14,673-61.3% | $11,426-50.3% |