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 | $100,883 | $167,307-39.7% | $143,757-29.8% | $134,475-25.0% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.39% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,655 | $5,619-70.5% | $4,951-66.6% | $4,740-65.1% |
| Participant deferral / active EE | $4,851 | $6,446-24.7% | $5,637-13.9% | $6,400-24.2% |
| Admin fee / account holder | $10,947 | $18,088-39.5% | $14,673-25.4% | $11,426-4.2% |