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 | $55,079 | $97,044-43.2% | $83,333-33.9% | $135,375-59.3% |
| Participation rate | 94.4% | 80.4%+14.0pp | 77.8%+16.7pp | 82.6%+11.8pp |
| Annual return | -3.44% | 12.31%-15.7pp | 10.63%-14.1pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,419 | $4,143-41.6% | $3,379-28.4% | $4,779-49.4% |
| Participant deferral / active EE | $5,369 | $5,964-10.0% | $5,565-3.5% | $5,609-4.3% |
| Admin fee / account holder | $743 | $8,380-91.1% | $7,510-90.1% | $10,827-93.1% |