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 | $27,398 | $167,484-83.6% | $151,611-81.9% | $134,475-79.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -14.65% | 7.80%-22.4pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,081 | $6,829-54.9% | $6,166-50.0% | $4,740-35.0% |
| Participant deferral / active EE | $8,522 | $8,986-5.2% | $8,363+1.9% | $6,400+33.2% |
| Admin fee / account holder | $15,579 | $13,783+13.0% | $11,616+34.1% | $11,426+36.3% |