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 | $71,887 | $167,484-57.1% | $151,611-52.6% | $134,475-46.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.34% | 7.80%-23.1pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,498 | $6,829-63.4% | $6,166-59.5% | $4,740-47.3% |
| Participant deferral / active EE | $4,670 | $8,986-48.0% | $8,363-44.2% | $6,400-27.0% |
| Admin fee / account holder | $14,340 | $13,783+4.0% | $11,616+23.4% | $11,426+25.5% |