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 | $65,131 | $107,791-39.6% | $90,645-28.1% | $135,375-51.9% |
| Participation rate | 73.3% | 78.0%-4.7pp | 74.0%-0.7pp | 82.6%-9.3pp |
| Annual return | -5.30% | -0.90%-4.4pp | 1.88%-7.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,052 | $3,018-65.2% | $2,532-58.5% | $4,779-78.0% |
| Participant deferral / active EE | $1,908 | $3,872-50.7% | $3,425-44.3% | $5,609-66.0% |
| Admin fee / account holder | $3,382 | $5,930-43.0% | $4,994-32.3% | $10,827-68.8% |