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 | $107,608 | $92,222+16.7% | $76,768+40.2% | $135,375-20.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -0.52% | 5.46%-6.0pp | 2.43%-2.9pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,114 | $3,216-65.4% | $2,485-55.2% | $4,779-76.7% |
| Participant deferral / active EE | $4,148 | $4,509-8.0% | $3,852+7.7% | $5,609-26.0% |
| Admin fee / account holder | $28,829 | $10,748+168.2% | $6,675+331.9% | $10,827+166.3% |