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 | $59,926 | $167,484-64.2% | $151,611-60.5% | $134,475-55.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -16.57% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,134 | $6,829-68.8% | $6,166-65.4% | $4,740-55.0% |
| Participant deferral / active EE | $3,365 | $8,986-62.5% | $8,363-59.8% | $6,400-47.4% |
| Admin fee / account holder | $8,529 | $13,783-38.1% | $11,616-26.6% | $11,426-25.4% |