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 | $64,399 | $211,958-69.6% | $169,463-62.0% | $135,375-52.4% |
| Participation rate | 86.4% | 82.6%+3.7pp | 77.8%+8.6pp | 82.6%+3.7pp |
| Annual return | -7.43% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,545 | $5,120-11.2% | $4,159+9.3% | $4,779-4.9% |
| Participant deferral / active EE | $3,257 | $6,075-46.4% | $5,277-38.3% | $5,609-41.9% |
| Admin fee / account holder | $494 | $11,471-95.7% | $9,109-94.6% | $10,827-95.4% |