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 | $108,989 | $167,307-34.9% | $143,757-24.2% | $134,475-19.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.25% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,961 | $5,619-65.1% | $4,951-60.4% | $4,740-58.6% |
| Participant deferral / active EE | $5,504 | $6,446-14.6% | $5,637-2.4% | $6,400-14.0% |
| Admin fee / account holder | $54,265 | $18,088+200.0% | $14,673+269.8% | $11,426+374.9% |