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 | $72,917 | $167,484-56.5% | $151,611-51.9% | $134,475-45.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.65% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,999 | $6,829-70.7% | $6,166-67.6% | $4,740-57.8% |
| Participant deferral / active EE | $5,884 | $8,986-34.5% | $8,363-29.6% | $6,400-8.1% |
| Admin fee / account holder | $3,491 | $13,783-74.7% | $11,616-69.9% | $11,426-69.4% |