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 | $34,695 | $167,307-79.3% | $143,757-75.9% | $134,475-74.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -17.91% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,544 | $5,619-19.1% | $4,951-8.2% | $4,740-4.1% |
| Participant deferral / active EE | $2,678 | $6,446-58.5% | $5,637-52.5% | $6,400-58.2% |
| Admin fee / account holder | $1,708 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |