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 | $61,064 | $167,484-63.5% | $151,611-59.7% | $134,475-54.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -15.65% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $13,902 | $6,829+103.6% | $6,166+125.5% | $4,740+193.3% |
| Participant deferral / active EE | $5,445 | $8,986-39.4% | $8,363-34.9% | $6,400-14.9% |
| Admin fee / account holder | $11,138 | $13,783-19.2% | $11,616-4.1% | $11,426-2.5% |