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 | $82,829 | $167,484-50.5% | $151,611-45.4% | $134,475-38.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -18.75% | 7.80%-26.5pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,071 | $6,829-69.7% | $6,166-66.4% | $4,740-56.3% |
| Participant deferral / active EE | $4,259 | $8,986-52.6% | $8,363-49.1% | $6,400-33.5% |
| Admin fee / account holder | $846 | $13,783-93.9% | $11,616-92.7% | $11,426-92.6% |