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 | $58,629 | $167,484-65.0% | $151,611-61.3% | $134,475-56.4% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -14.06% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,592 | $6,829-76.7% | $6,166-74.2% | $4,740-66.4% |
| Participant deferral / active EE | $4,493 | $8,986-50.0% | $8,363-46.3% | $6,400-29.8% |
| Admin fee / account holder | $2,916 | $13,783-78.8% | $11,616-74.9% | $11,426-74.5% |