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 5-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 | $35,128 | $167,307-79.0% | $143,757-75.6% | $134,475-73.9% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -15.45% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,436 | $5,619-74.4% | $4,951-71.0% | $4,740-69.7% |
| Participant deferral / active EE | $6,050 | $6,446-6.1% | $5,637+7.3% | $6,400-5.5% |
| Admin fee / account holder | $8,407 | $18,088-53.5% | $14,673-42.7% | $11,426-26.4% |