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 6-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 | $27,101 | $167,484-83.8% | $151,611-82.1% | $134,475-79.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -2.31% | 7.80%-10.1pp | 3.33%-5.6pp | 417.96%-420.3pp |
| Employer contribution / active EE | $3,408 | $6,829-50.1% | $6,166-44.7% | $4,740-28.1% |
| Participant deferral / active EE | $4,501 | $8,986-49.9% | $8,363-46.2% | $6,400-29.7% |
| Admin fee / account holder | $1,312 | $13,783-90.5% | $11,616-88.7% | $11,426-88.5% |