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 | $71,070 | $167,484-57.6% | $151,611-53.1% | $134,475-47.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -12.85% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $5,026 | $6,829-26.4% | $6,166-18.5% | $4,740+6.0% |
| Participant deferral / active EE | $10,166 | $8,986+13.1% | $8,363+21.5% | $6,400+58.8% |
| Admin fee / account holder | $24,319 | $13,783+76.4% | $11,616+109.4% | $11,426+112.8% |