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 | $61,351 | $167,484-63.4% | $151,611-59.5% | $134,475-54.4% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -19.38% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,840 | $6,829-73.1% | $6,166-70.2% | $4,740-61.2% |
| Participant deferral / active EE | $5,945 | $8,986-33.8% | $8,363-28.9% | $6,400-7.1% |
| Admin fee / account holder | $1,117 | $13,783-91.9% | $11,616-90.4% | $11,426-90.2% |