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 | $75,971 | $175,600-56.7% | $129,110-41.2% | $134,475-43.5% |
| Participation rate | 71.4% | 81.6%-10.1pp | 77.3%-5.8pp | 81.2%-9.8pp |
| Annual return | -18.28% | -11.39%-6.9pp | -10.94%-7.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,943 | $6,355-53.7% | $5,052-41.7% | $4,740-37.9% |
| Participant deferral / active EE | $7,370 | $7,975-7.6% | $6,542+12.6% | $6,400+15.2% |
| Admin fee / account holder | $9,824 | $23,567-58.3% | $14,302-31.3% | $11,426-14.0% |