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 | $38,866 | $167,484-76.8% | $151,611-74.4% | $134,475-71.1% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.5%-13.8pp | 81.2%-7.5pp |
| Annual return | -15.98% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,031 | $6,829-70.3% | $6,166-67.1% | $4,740-57.1% |
| Participant deferral / active EE | $3,412 | $8,986-62.0% | $8,363-59.2% | $6,400-46.7% |
| Admin fee / account holder | $1,568 | $13,783-88.6% | $11,616-86.5% | $11,426-86.3% |