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 | $35,725 | $105,860-66.3% | $90,749-60.6% | $134,475-73.4% |
| Participation rate | 70.6% | 78.2%-7.7pp | 75.7%-5.1pp | 81.2%-10.6pp |
| Annual return | -14.47% | -11.01%-3.5pp | -12.16%-2.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,770 | $3,462-20.0% | $2,921-5.2% | $4,740-41.6% |
| Participant deferral / active EE | $5,404 | $5,216+3.6% | $4,564+18.4% | $6,400-15.6% |
| Admin fee / account holder | $4,140 | $13,938-70.3% | $8,445-51.0% | $11,426-63.8% |