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 | $61,891 | $167,484-63.0% | $151,611-59.2% | $134,475-54.0% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.5%-0.5pp | 81.2%+5.7pp |
| Annual return | -18.32% | 7.80%-26.1pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,032 | $6,829-55.6% | $6,166-50.8% | $4,740-36.0% |
| Participant deferral / active EE | $8,545 | $8,986-4.9% | $8,363+2.2% | $6,400+33.5% |
| Admin fee / account holder | $3,941 | $13,783-71.4% | $11,616-66.1% | $11,426-65.5% |