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 6-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 | $28,202 | $167,484-83.2% | $151,611-81.4% | $134,475-79.0% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.5%+8.2pp | 81.2%+14.4pp |
| Annual return | -18.38% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,057 | $6,829-40.6% | $6,166-34.2% | $4,740-14.4% |
| Participant deferral / active EE | $7,169 | $8,986-20.2% | $8,363-14.3% | $6,400+12.0% |
| Admin fee / account holder | $3,161 | $13,783-77.1% | $11,616-72.8% | $11,426-72.3% |