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 9-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 | $38,210 | $167,484-77.2% | $151,611-74.8% | $134,475-71.6% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -16.40% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,883 | $6,829-57.8% | $6,166-53.2% | $4,740-39.2% |
| Participant deferral / active EE | $5,157 | $8,986-42.6% | $8,363-38.3% | $6,400-19.4% |
| Admin fee / account holder | $2,228 | $13,783-83.8% | $11,616-80.8% | $11,426-80.5% |