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 | $40,087 | $167,307-76.0% | $143,757-72.1% | $134,475-70.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -7.17% | 0.46%-7.6pp | -0.04%-7.1pp | 417.96%-425.1pp |
| Employer contribution / active EE | $2,320 | $5,619-58.7% | $4,951-53.1% | $4,740-51.1% |
| Participant deferral / active EE | $6,682 | $6,446+3.7% | $5,637+18.5% | $6,400+4.4% |
| Admin fee / account holder | $13,354 | $18,088-26.2% | $14,673-9.0% | $11,426+16.9% |