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 | $62,065 | $190,805-67.5% | $159,960-61.2% | $134,475-53.8% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -11.72% | 552.23%-564.0pp | 408.60%-420.3pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,445 | $4,995-51.1% | $4,226-42.1% | $4,740-48.4% |
| Participant deferral / active EE | $6,240 | $6,923-9.9% | $6,182+0.9% | $6,400-2.5% |
| Admin fee / account holder | $2,426 | $10,471-76.8% | $8,698-72.1% | $11,426-78.8% |