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 | $118,111 | $167,307-29.4% | $143,757-17.8% | $134,475-12.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.66% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,464 | $5,619-38.4% | $4,951-30.0% | $4,740-26.9% |
| Participant deferral / active EE | $8,297 | $6,446+28.7% | $5,637+47.2% | $6,400+29.6% |
| Admin fee / account holder | $40,892 | $18,088+126.1% | $14,673+178.7% | $11,426+257.9% |