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 | $70,511 | $167,484-57.9% | $151,611-53.5% | $134,475-47.6% |
| Participation rate | 73.9% | 88.4%-14.5pp | 87.5%-13.6pp | 81.2%-7.3pp |
| Annual return | -16.74% | 7.80%-24.5pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,271 | $6,829-66.7% | $6,166-63.2% | $4,740-52.1% |
| Participant deferral / active EE | $3,562 | $8,986-60.4% | $8,363-57.4% | $6,400-44.3% |
| Admin fee / account holder | $7,137 | $13,783-48.2% | $11,616-38.6% | $11,426-37.5% |