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 4-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 | $67,019 | $167,307-59.9% | $143,757-53.4% | $134,475-50.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.98% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,259 | $5,619-77.6% | $4,951-74.6% | $4,740-73.4% |
| Participant deferral / active EE | $3,661 | $6,446-43.2% | $5,637-35.1% | $6,400-42.8% |
| Admin fee / account holder | $726 | $18,088-96.0% | $14,673-95.0% | $11,426-93.6% |