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 | $20,196 | $138,044-85.4% | $125,339-83.9% | $134,475-85.0% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -17.44% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,458 | $5,243-53.1% | $4,814-48.9% | $4,740-48.1% |
| Participant deferral / active EE | $3,552 | $7,799-54.5% | $7,446-52.3% | $6,400-44.5% |
| Admin fee / account holder | $1,268 | $11,571-89.0% | $10,010-87.3% | $11,426-88.9% |