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 | $108,892 | $167,484-35.0% | $151,611-28.2% | $134,475-19.0% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -15.15% | 7.80%-22.9pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,034 | $6,829-55.6% | $6,166-50.8% | $4,740-36.0% |
| Participant deferral / active EE | $7,414 | $8,986-17.5% | $8,363-11.4% | $6,400+15.8% |
| Admin fee / account holder | $655 | $13,783-95.3% | $11,616-94.4% | $11,426-94.3% |