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 | $65,832 | $167,484-60.7% | $151,611-56.6% | $134,475-51.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -15.72% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,354 | $6,829-36.2% | $6,166-29.4% | $4,740-8.1% |
| Participant deferral / active EE | $3,549 | $8,986-60.5% | $8,363-57.6% | $6,400-44.5% |
| Admin fee / account holder | $9,812 | $13,783-28.8% | $11,616-15.5% | $11,426-14.1% |