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 | $88,131 | $211,958-58.4% | $169,463-48.0% | $135,375-34.9% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -8.09% | 3.26%-11.4pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,697 | $5,120-47.3% | $4,159-35.2% | $4,779-43.6% |
| Participant deferral / active EE | $6,595 | $6,075+8.6% | $5,277+25.0% | $5,609+17.6% |
| Admin fee / account holder | $823 | $11,471-92.8% | $9,109-91.0% | $10,827-92.4% |