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 | $55,642 | $167,484-66.8% | $151,611-63.3% | $134,475-58.6% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -16.13% | 7.80%-23.9pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,044 | $6,829-70.1% | $6,166-66.8% | $4,740-56.9% |
| Participant deferral / active EE | $5,054 | $8,986-43.8% | $8,363-39.6% | $6,400-21.0% |
| Admin fee / account holder | $2,558 | $13,783-81.4% | $11,616-78.0% | $11,426-77.6% |