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 5-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 | $57,035 | $167,484-65.9% | $151,611-62.4% | $134,475-57.6% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -14.30% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,483 | $6,829-49.0% | $6,166-43.5% | $4,740-26.5% |
| Participant deferral / active EE | $3,611 | $8,986-59.8% | $8,363-56.8% | $6,400-43.6% |
| Admin fee / account holder | $11,381 | $13,783-17.4% | $11,616-2.0% | $11,426-0.4% |