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 | $89,911 | $127,386-29.4% | $115,037-21.8% | $125,391-28.3% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -0.81% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,443 | $5,166-52.7% | $4,608-47.0% | $4,866-49.8% |
| Participant deferral / active EE | $8,654 | $6,423+34.7% | $6,026+43.6% | $5,352+61.7% |
| Admin fee / account holder | $652 | $9,516-93.1% | $8,175-92.0% | $9,540-93.2% |