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 | $52,679 | $167,307-68.5% | $143,757-63.4% | $134,475-60.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.77% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,035 | $5,619-46.0% | $4,951-38.7% | $4,740-36.0% |
| Participant deferral / active EE | $6,069 | $6,446-5.8% | $5,637+7.7% | $6,400-5.2% |
| Admin fee / account holder | $215,409 | $18,088+1090.9% | $14,673+1368.1% | $11,426+1785.3% |