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 8-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 | $31,165 | $167,484-81.4% | $151,611-79.4% | $134,475-76.8% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -14.96% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,224 | $6,829-52.8% | $6,166-47.7% | $4,740-32.0% |
| Participant deferral / active EE | $6,953 | $8,986-22.6% | $8,363-16.9% | $6,400+8.7% |
| Admin fee / account holder | $5,840 | $13,783-57.6% | $11,616-49.7% | $11,426-48.9% |