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 | $50,520 | $167,484-69.8% | $151,611-66.7% | $134,475-62.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -10.43% | 7.80%-18.2pp | 3.33%-13.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,264 | $6,829-66.8% | $6,166-63.3% | $4,740-52.2% |
| Participant deferral / active EE | $3,423 | $8,986-61.9% | $8,363-59.1% | $6,400-46.5% |
| Admin fee / account holder | $51,223 | $13,783+271.6% | $11,616+341.0% | $11,426+348.3% |