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 | $37,154 | $140,588-73.6% | $123,104-69.8% | $125,391-70.4% |
| Participation rate | 87.0% | 88.2%-1.2pp | 86.8%+0.2pp | 83.2%+3.8pp |
| Annual return | -2.12% | 16.80%-18.9pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,278 | $6,041-78.8% | $5,151-75.2% | $4,866-73.7% |
| Participant deferral / active EE | $3,148 | $6,980-54.9% | $6,230-49.5% | $5,352-41.2% |
| Admin fee / account holder | $901 | $11,198-92.0% | $9,015-90.0% | $9,540-90.6% |