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 | $50,225 | $167,307-70.0% | $143,757-65.1% | $134,475-62.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.28% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $12,573 | $5,619+123.7% | $4,951+153.9% | $4,740+165.3% |
| Participant deferral / active EE | $6,156 | $6,446-4.5% | $5,637+9.2% | $6,400-3.8% |
| Admin fee / account holder | $449 | $18,088-97.5% | $14,673-96.9% | $11,426-96.1% |