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 | $61,041 | $167,484-63.6% | $151,611-59.7% | $134,475-54.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -19.92% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,719 | $6,829-74.8% | $6,166-72.1% | $4,740-63.7% |
| Participant deferral / active EE | $3,251 | $8,986-63.8% | $8,363-61.1% | $6,400-49.2% |
| Admin fee / account holder | $1,799 | $13,783-86.9% | $11,616-84.5% | $11,426-84.3% |