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 9-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 | $59,897 | $167,484-64.2% | $151,611-60.5% | $134,475-55.5% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -17.46% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,038 | $6,829-40.9% | $6,166-34.5% | $4,740-14.8% |
| Participant deferral / active EE | $8,015 | $8,986-10.8% | $8,363-4.2% | $6,400+25.2% |
| Admin fee / account holder | $3,851 | $13,783-72.1% | $11,616-66.8% | $11,426-66.3% |