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 | $77,858 | $167,484-53.5% | $151,611-48.6% | $134,475-42.1% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -2.97% | 7.80%-10.8pp | 3.33%-6.3pp | 417.96%-420.9pp |
| Employer contribution / active EE | $2,977 | $6,829-56.4% | $6,166-51.7% | $4,740-37.2% |
| Participant deferral / active EE | $3,500 | $8,986-61.1% | $8,363-58.2% | $6,400-45.3% |
| Admin fee / account holder | $3,543 | $13,783-74.3% | $11,616-69.5% | $11,426-69.0% |