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 | $93,687 | $167,307-44.0% | $143,757-34.8% | $134,475-30.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -8.21% | 0.46%-8.7pp | -0.04%-8.2pp | 417.96%-426.2pp |
| Employer contribution / active EE | $1,743 | $5,619-69.0% | $4,951-64.8% | $4,740-63.2% |
| Participant deferral / active EE | $4,720 | $6,446-26.8% | $5,637-16.3% | $6,400-26.2% |
| Admin fee / account holder | $2,556 | $18,088-85.9% | $14,673-82.6% | $11,426-77.6% |