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 | $48,615 | $167,307-70.9% | $143,757-66.2% | $134,475-63.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.07% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,850 | $5,619-67.1% | $4,951-62.6% | $4,740-61.0% |
| Participant deferral / active EE | $5,311 | $6,446-17.6% | $5,637-5.8% | $6,400-17.0% |
| Admin fee / account holder | $9,303 | $18,088-48.6% | $14,673-36.6% | $11,426-18.6% |