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 | $96,016 | $167,484-42.7% | $151,611-36.7% | $134,475-28.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -19.89% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,866 | $6,829-58.0% | $6,166-53.5% | $4,740-39.5% |
| Participant deferral / active EE | $4,582 | $8,986-49.0% | $8,363-45.2% | $6,400-28.4% |
| Admin fee / account holder | $9,787 | $13,783-29.0% | $11,616-15.7% | $11,426-14.3% |