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 | $58,438 | $127,386-54.1% | $115,037-49.2% | $125,391-53.4% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -2.20% | 31.28%-33.5pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,160 | $5,166-58.2% | $4,608-53.1% | $4,866-55.6% |
| Participant deferral / active EE | $3,708 | $6,423-42.3% | $6,026-38.5% | $5,352-30.7% |
| Admin fee / account holder | $1,000 | $9,516-89.5% | $8,175-87.8% | $9,540-89.5% |