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 | $50,741 | $167,484-69.7% | $151,611-66.5% | $134,475-62.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -14.71% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,026 | $6,829-70.3% | $6,166-67.1% | $4,740-57.3% |
| Participant deferral / active EE | $4,242 | $8,986-52.8% | $8,363-49.3% | $6,400-33.7% |
| Admin fee / account holder | $3,171 | $13,783-77.0% | $11,616-72.7% | $11,426-72.2% |