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 | $41,151 | $167,484-75.4% | $151,611-72.9% | $134,475-69.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -17.54% | 7.80%-25.3pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,181 | $6,829-68.1% | $6,166-64.6% | $4,740-54.0% |
| Participant deferral / active EE | $4,185 | $8,986-53.4% | $8,363-50.0% | $6,400-34.6% |
| Admin fee / account holder | $1,663 | $13,783-87.9% | $11,616-85.7% | $11,426-85.4% |