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 | $54,625 | $100,754-45.8% | $86,677-37.0% | $134,475-59.4% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -13.00% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,436 | $3,489-1.5% | $2,836+21.1% | $4,740-27.5% |
| Participant deferral / active EE | $5,664 | $5,338+6.1% | $4,656+21.7% | $6,400-11.5% |
| Admin fee / account holder | $475 | $10,926-95.7% | $7,493-93.7% | $11,426-95.8% |