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 | $67,533 | $167,484-59.7% | $151,611-55.5% | $134,475-49.8% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.5%-6.5pp | 81.2%-0.3pp |
| Annual return | -14.81% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,858 | $6,829-43.5% | $6,166-37.4% | $4,740-18.6% |
| Participant deferral / active EE | $9,467 | $8,986+5.4% | $8,363+13.2% | $6,400+47.9% |
| Admin fee / account holder | $7,764 | $13,783-43.7% | $11,616-33.2% | $11,426-32.0% |