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 | $125,341 | $167,484-25.2% | $151,611-17.3% | $134,475-6.8% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -17.28% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,916 | $6,829-57.3% | $6,166-52.7% | $4,740-38.5% |
| Participant deferral / active EE | $12,024 | $8,986+33.8% | $8,363+43.8% | $6,400+87.9% |
| Admin fee / account holder | $2,903 | $13,783-78.9% | $11,616-75.0% | $11,426-74.6% |