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 | $62,283 | $211,958-70.6% | $169,463-63.2% | $135,375-54.0% |
| Participation rate | 95.5% | 82.6%+12.8pp | 77.8%+17.7pp | 82.6%+12.8pp |
| Annual return | -7.92% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,320 | $5,120-35.2% | $4,159-20.2% | $4,779-30.5% |
| Participant deferral / active EE | $5,330 | $6,075-12.3% | $5,277+1.0% | $5,609-5.0% |
| Admin fee / account holder | $5,843 | $11,471-49.1% | $9,109-35.9% | $10,827-46.0% |