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 | $53,816 | $127,386-57.8% | $115,037-53.2% | $125,391-57.1% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -1.49% | 31.28%-32.8pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,374 | $5,166-34.7% | $4,608-26.8% | $4,866-30.7% |
| Participant deferral / active EE | $5,844 | $6,423-9.0% | $6,026-3.0% | $5,352+9.2% |
| Admin fee / account holder | $675 | $9,516-92.9% | $8,175-91.7% | $9,540-92.9% |