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 | $39,323 | $167,307-76.5% | $143,757-72.6% | $134,475-70.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.19% | 0.46%-14.7pp | -0.04%-14.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,748 | $5,619-68.9% | $4,951-64.7% | $4,740-63.1% |
| Participant deferral / active EE | $3,703 | $6,446-42.5% | $5,637-34.3% | $6,400-42.1% |
| Admin fee / account holder | $4,866 | $18,088-73.1% | $14,673-66.8% | $11,426-57.4% |