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 | $85,414 | $167,484-49.0% | $151,611-43.7% | $134,475-36.5% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -10.79% | 7.80%-18.6pp | 3.33%-14.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,795 | $6,829-29.8% | $6,166-22.2% | $4,740+1.2% |
| Participant deferral / active EE | $8,525 | $8,986-5.1% | $8,363+1.9% | $6,400+33.2% |
| Admin fee / account holder | $1,308 | $13,783-90.5% | $11,616-88.7% | $11,426-88.6% |