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 | $59,597 | $167,484-64.4% | $151,611-60.7% | $134,475-55.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -20.55% | 7.80%-28.3pp | 3.33%-23.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $6,075 | $6,829-11.0% | $6,166-1.5% | $4,740+28.2% |
| Participant deferral / active EE | $4,632 | $8,986-48.5% | $8,363-44.6% | $6,400-27.6% |
| Admin fee / account holder | $3,827 | $13,783-72.2% | $11,616-67.1% | $11,426-66.5% |