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 | $82,362 | $167,484-50.8% | $151,611-45.7% | $134,475-38.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -15.44% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,275 | $6,829-66.7% | $6,166-63.1% | $4,740-52.0% |
| Participant deferral / active EE | $4,595 | $8,986-48.9% | $8,363-45.1% | $6,400-28.2% |
| Admin fee / account holder | $697 | $13,783-94.9% | $11,616-94.0% | $11,426-93.9% |