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 | $76,864 | $167,484-54.1% | $151,611-49.3% | $134,475-42.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -17.76% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,394 | $6,829-35.7% | $6,166-28.7% | $4,740-7.3% |
| Participant deferral / active EE | $6,661 | $8,986-25.9% | $8,363-20.4% | $6,400+4.1% |
| Admin fee / account holder | $1,768 | $13,783-87.2% | $11,616-84.8% | $11,426-84.5% |