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 | $60,492 | $99,032-38.9% | $80,019-24.4% | $135,375-55.3% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -7.02% | 15.39%-22.4pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,078 | $3,043-31.7% | $2,468-15.8% | $4,779-56.5% |
| Participant deferral / active EE | $2,799 | $4,282-34.6% | $3,686-24.1% | $5,609-50.1% |
| Admin fee / account holder | $7,587 | $10,436-27.3% | $6,521+16.3% | $10,827-29.9% |