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 6-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 | $40,661 | $167,484-75.7% | $151,611-73.2% | $134,475-69.8% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.5%-8.5pp | 81.2%-2.3pp |
| Annual return | -18.96% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,864 | $6,829-72.7% | $6,166-69.8% | $4,740-60.7% |
| Participant deferral / active EE | $4,679 | $8,986-47.9% | $8,363-44.1% | $6,400-26.9% |
| Admin fee / account holder | $1,044 | $13,783-92.4% | $11,616-91.0% | $11,426-90.9% |