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 | $56,979 | $147,727-61.4% | $115,756-50.8% | $134,475-57.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.1%-2.1pp | 81.2%-6.2pp |
| Annual return | -0.47% | 73.96%-74.4pp | 143.14%-143.6pp | 417.96%-418.4pp |
| Employer contribution / active EE | $1,870 | $4,713-60.3% | $3,793-50.7% | $4,740-60.5% |
| Participant deferral / active EE | $11,406 | $7,563+50.8% | $6,254+82.4% | $6,400+78.2% |
| Admin fee / account holder | $6,263 | $14,571-57.0% | $8,124-22.9% | $11,426-45.2% |