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 | $84,909 | $127,386-33.3% | $115,037-26.2% | $125,391-32.3% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | -0.33% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,918 | $5,166-43.5% | $4,608-36.7% | $4,866-40.0% |
| Participant deferral / active EE | $5,341 | $6,423-16.8% | $6,026-11.4% | $5,352-0.2% |
| Admin fee / account holder | $12,957 | $9,516+36.2% | $8,175+58.5% | $9,540+35.8% |