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 | $45,383 | $127,386-64.4% | $115,037-60.5% | $125,391-63.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -0.71% | 31.28%-32.0pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,325 | $5,166-74.4% | $4,608-71.2% | $4,866-72.8% |
| Participant deferral / active EE | $5,308 | $6,423-17.4% | $6,026-11.9% | $5,352-0.8% |
| Admin fee / account holder | $919 | $9,516-90.3% | $8,175-88.8% | $9,540-90.4% |