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 | $54,162 | $167,484-67.7% | $151,611-64.3% | $134,475-59.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -19.60% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,038 | $6,829-70.2% | $6,166-66.9% | $4,740-57.0% |
| Participant deferral / active EE | $7,263 | $8,986-19.2% | $8,363-13.2% | $6,400+13.5% |
| Admin fee / account holder | $330 | $13,783-97.6% | $11,616-97.2% | $11,426-97.1% |