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 | $43,472 | $167,484-74.0% | $151,611-71.3% | $134,475-67.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.95% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,613 | $6,829-76.4% | $6,166-73.8% | $4,740-66.0% |
| Participant deferral / active EE | $10,790 | $8,986+20.1% | $8,363+29.0% | $6,400+68.6% |
| Admin fee / account holder | $1,343 | $13,783-90.3% | $11,616-88.4% | $11,426-88.2% |