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 | $52,243 | $127,386-59.0% | $115,037-54.6% | $125,391-58.3% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -2.99% | 31.28%-34.3pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,367 | $5,166-54.2% | $4,608-48.6% | $4,866-51.4% |
| Participant deferral / active EE | $3,528 | $6,423-45.1% | $6,026-41.5% | $5,352-34.1% |
| Admin fee / account holder | $6,919 | $9,516-27.3% | $8,175-15.4% | $9,540-27.5% |