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 9-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 | $24,820 | $167,484-85.2% | $151,611-83.6% | $134,475-81.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.97% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,556 | $6,829-77.2% | $6,166-74.8% | $4,740-67.2% |
| Participant deferral / active EE | $3,277 | $8,986-63.5% | $8,363-60.8% | $6,400-48.8% |
| Admin fee / account holder | $1,739 | $13,783-87.4% | $11,616-85.0% | $11,426-84.8% |