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 | $69,929 | $127,386-45.1% | $115,037-39.2% | $125,391-44.2% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -0.67% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $4,436 | $5,166-14.1% | $4,608-3.7% | $4,866-8.8% |
| Participant deferral / active EE | $2,750 | $6,423-57.2% | $6,026-54.4% | $5,352-48.6% |
| Admin fee / account holder | $890 | $9,516-90.6% | $8,175-89.1% | $9,540-90.7% |