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 4-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 | $49,068 | $167,484-70.7% | $151,611-67.6% | $134,475-63.5% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -16.35% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,913 | $6,829-42.7% | $6,166-36.5% | $4,740-17.5% |
| Participant deferral / active EE | $8,147 | $8,986-9.3% | $8,363-2.6% | $6,400+27.3% |
| Admin fee / account holder | $2,831 | $13,783-79.5% | $11,616-75.6% | $11,426-75.2% |