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 | $61,658 | $127,386-51.6% | $115,037-46.4% | $125,391-50.8% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -0.43% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $3,408 | $5,166-34.0% | $4,608-26.0% | $4,866-30.0% |
| Participant deferral / active EE | $5,214 | $6,423-18.8% | $6,026-13.5% | $5,352-2.6% |
| Admin fee / account holder | $2,063 | $9,516-78.3% | $8,175-74.8% | $9,540-78.4% |