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 | $25,403 | $211,958-88.0% | $169,463-85.0% | $135,375-81.2% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -6.77% | 3.26%-10.0pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,153 | $5,120-77.5% | $4,159-72.3% | $4,779-75.9% |
| Participant deferral / active EE | $1,871 | $6,075-69.2% | $5,277-64.5% | $5,609-66.6% |
| Admin fee / account holder | $1,191 | $11,471-89.6% | $9,109-86.9% | $10,827-89.0% |