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 | $70,609 | $167,484-57.8% | $151,611-53.4% | $134,475-47.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -17.23% | 7.80%-25.0pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,191 | $6,829-38.6% | $6,166-32.0% | $4,740-11.6% |
| Participant deferral / active EE | $4,354 | $8,986-51.5% | $8,363-47.9% | $6,400-32.0% |
| Admin fee / account holder | $1,898 | $13,783-86.2% | $11,616-83.7% | $11,426-83.4% |