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 | $59,141 | $92,222-35.9% | $76,768-23.0% | $135,375-56.3% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -5.35% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,640 | $3,216+13.2% | $2,485+46.5% | $4,779-23.8% |
| Participant deferral / active EE | $5,613 | $4,509+24.5% | $3,852+45.7% | $5,609+0.1% |
| Admin fee / account holder | $23,187 | $10,748+115.7% | $6,675+247.4% | $10,827+114.2% |