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 | $72,955 | $167,484-56.4% | $151,611-51.9% | $134,475-45.7% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -16.66% | 7.80%-24.5pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,790 | $6,829-44.5% | $6,166-38.5% | $4,740-20.0% |
| Participant deferral / active EE | $5,021 | $8,986-44.1% | $8,363-40.0% | $6,400-21.5% |
| Admin fee / account holder | $11,869 | $13,783-13.9% | $11,616+2.2% | $11,426+3.9% |