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 | $83,357 | $167,484-50.2% | $151,611-45.0% | $134,475-38.0% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -20.76% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,306 | $6,829-36.9% | $6,166-30.2% | $4,740-9.2% |
| Participant deferral / active EE | $6,303 | $8,986-29.9% | $8,363-24.6% | $6,400-1.5% |
| Admin fee / account holder | $18,819 | $13,783+36.5% | $11,616+62.0% | $11,426+64.7% |