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 | $28,339 | $167,484-83.1% | $151,611-81.3% | $134,475-78.9% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.5%-6.5pp | 81.2%-0.3pp |
| Annual return | -13.97% | 7.80%-21.8pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,010 | $6,829-70.6% | $6,166-67.4% | $4,740-57.6% |
| Participant deferral / active EE | $3,310 | $8,986-63.2% | $8,363-60.4% | $6,400-48.3% |
| Admin fee / account holder | $22,010 | $13,783+59.7% | $11,616+89.5% | $11,426+92.6% |