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 | $81,321 | $167,484-51.4% | $151,611-46.4% | $134,475-39.5% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -12.45% | 7.80%-20.2pp | 3.33%-15.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,643 | $6,829-46.6% | $6,166-40.9% | $4,740-23.1% |
| Participant deferral / active EE | $3,939 | $8,986-56.2% | $8,363-52.9% | $6,400-38.4% |
| Admin fee / account holder | $11,227 | $13,783-18.5% | $11,616-3.3% | $11,426-1.7% |