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 | $58,641 | $167,484-65.0% | $151,611-61.3% | $134,475-56.4% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -16.69% | 7.80%-24.5pp | 3.33%-20.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,305 | $6,829-51.6% | $6,166-46.4% | $4,740-30.3% |
| Participant deferral / active EE | $3,450 | $8,986-61.6% | $8,363-58.8% | $6,400-46.1% |
| Admin fee / account holder | $2,775 | $13,783-79.9% | $11,616-76.1% | $11,426-75.7% |