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 | $65,425 | $167,484-60.9% | $151,611-56.8% | $134,475-51.3% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -15.45% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,032 | $6,829-41.0% | $6,166-34.6% | $4,740-14.9% |
| Participant deferral / active EE | $4,020 | $8,986-55.3% | $8,363-51.9% | $6,400-37.2% |
| Admin fee / account holder | $44,033 | $13,783+219.5% | $11,616+279.1% | $11,426+285.4% |