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 | $78,590 | $99,032-20.6% | $80,019-1.8% | $135,375-41.9% |
| Participation rate | 89.5% | 78.4%+11.1pp | 75.8%+13.6pp | 82.6%+6.8pp |
| Annual return | -5.89% | 15.39%-21.3pp | 11.22%-17.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,792 | $3,043-8.3% | $2,468+13.1% | $4,779-41.6% |
| Participant deferral / active EE | $8,066 | $4,282+88.4% | $3,686+118.9% | $5,609+43.8% |
| Admin fee / account holder | $32,095 | $10,436+207.5% | $6,521+392.2% | $10,827+196.4% |