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 | $40,361 | $97,044-58.4% | $83,333-51.6% | $135,375-70.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -8.12% | 12.31%-20.4pp | 10.63%-18.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,032 | $4,143-26.8% | $3,379-10.2% | $4,779-36.5% |
| Participant deferral / active EE | $5,935 | $5,964-0.5% | $5,565+6.6% | $5,609+5.8% |
| Admin fee / account holder | $2,355 | $8,380-71.9% | $7,510-68.6% | $10,827-78.2% |