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 | $161,008 | $167,307-3.8% | $143,757+12.0% | $134,475+19.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.09% | 0.46%-18.6pp | -0.04%-18.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,616 | $5,619-53.4% | $4,951-47.2% | $4,740-44.8% |
| Participant deferral / active EE | $3,948 | $6,446-38.8% | $5,637-30.0% | $6,400-38.3% |
| Admin fee / account holder | $2,973 | $18,088-83.6% | $14,673-79.7% | $11,426-74.0% |