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 | $36,735 | $211,958-82.7% | $169,463-78.3% | $135,375-72.9% |
| Participation rate | 95.5% | 82.6%+12.8pp | 77.8%+17.7pp | 82.6%+12.8pp |
| Annual return | -6.05% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,880 | $5,120-63.3% | $4,159-54.8% | $4,779-60.7% |
| Participant deferral / active EE | $2,868 | $6,075-52.8% | $5,277-45.7% | $5,609-48.9% |
| Admin fee / account holder | $5,603 | $11,471-51.2% | $9,109-38.5% | $10,827-48.3% |