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 | $54,006 | $167,484-67.8% | $151,611-64.4% | $134,475-59.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.22% | 7.80%-23.0pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,670 | $6,829-60.9% | $6,166-56.7% | $4,740-43.7% |
| Participant deferral / active EE | $18,317 | $8,986+103.8% | $8,363+119.0% | $6,400+186.2% |
| Admin fee / account holder | $38,572 | $13,783+179.9% | $11,616+232.1% | $11,426+237.6% |