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 | $56,560 | $167,484-66.2% | $151,611-62.7% | $134,475-57.9% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -14.97% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,621 | $6,829-76.3% | $6,166-73.7% | $4,740-65.8% |
| Participant deferral / active EE | $5,592 | $8,986-37.8% | $8,363-33.1% | $6,400-12.6% |
| Admin fee / account holder | $22,301 | $13,783+61.8% | $11,616+92.0% | $11,426+95.2% |