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 | $116,476 | $92,222+26.3% | $76,768+51.7% | $135,375-14.0% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -5.38% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,299 | $3,216-59.6% | $2,485-47.7% | $4,779-72.8% |
| Participant deferral / active EE | $4,763 | $4,509+5.6% | $3,852+23.7% | $5,609-15.1% |
| Admin fee / account holder | $1,227 | $10,748-88.6% | $6,675-81.6% | $10,827-88.7% |