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 | $59,513 | $140,588-57.7% | $123,104-51.7% | $125,391-52.5% |
| Participation rate | 86.4% | 88.2%-1.8pp | 86.8%-0.4pp | 83.2%+3.2pp |
| Annual return | -0.58% | 16.80%-17.4pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $6,436 | $6,041+6.5% | $5,151+24.9% | $4,866+32.3% |
| Participant deferral / active EE | $7,858 | $6,980+12.6% | $6,230+26.1% | $5,352+46.8% |
| Admin fee / account holder | $4,958 | $11,198-55.7% | $9,015-45.0% | $9,540-48.0% |