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 | $92,350 | $167,484-44.9% | $151,611-39.1% | $134,475-31.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -20.40% | 7.80%-28.2pp | 3.33%-23.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $5,066 | $6,829-25.8% | $6,166-17.8% | $4,740+6.9% |
| Participant deferral / active EE | $8,046 | $8,986-10.5% | $8,363-3.8% | $6,400+25.7% |
| Admin fee / account holder | $369 | $13,783-97.3% | $11,616-96.8% | $11,426-96.8% |