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 | $75,130 | $167,307-55.1% | $143,757-47.7% | $134,475-44.1% |
| Participation rate | 78.3% | 84.8%-6.5pp | 80.3%-2.0pp | 81.2%-3.0pp |
| Annual return | -18.67% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,823 | $5,619-49.8% | $4,951-43.0% | $4,740-40.4% |
| Participant deferral / active EE | $7,378 | $6,446+14.5% | $5,637+30.9% | $6,400+15.3% |
| Admin fee / account holder | $535 | $18,088-97.0% | $14,673-96.4% | $11,426-95.3% |