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 | $36,073 | $127,386-71.7% | $115,037-68.6% | $125,391-71.2% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -2.09% | 31.28%-33.4pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,344 | $5,166-54.6% | $4,608-49.1% | $4,866-51.8% |
| Participant deferral / active EE | $4,411 | $6,423-31.3% | $6,026-26.8% | $5,352-17.6% |
| Admin fee / account holder | $5,255 | $9,516-44.8% | $8,175-35.7% | $9,540-44.9% |