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 | $67,924 | $71,883-5.5% | $86,677-21.6% | $68,494-0.8% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -17.23% | 3.52%-20.8pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $893 | $2,173-58.9% | $2,836-68.5% | $2,596-65.6% |
| Participant deferral / active EE | $2,410 | $3,779-36.2% | $4,656-48.2% | $4,027-40.2% |
| Admin fee / account holder | $5,070 | $6,112-17.0% | $7,493-32.3% | $5,403-6.2% |