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 | $38,374 | $167,484-77.1% | $151,611-74.7% | $134,475-71.5% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.5%+3.0pp | 81.2%+9.3pp |
| Annual return | -12.80% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,576 | $6,829-33.0% | $6,166-25.8% | $4,740-3.5% |
| Participant deferral / active EE | $3,413 | $8,986-62.0% | $8,363-59.2% | $6,400-46.7% |
| Admin fee / account holder | $613 | $13,783-95.6% | $11,616-94.7% | $11,426-94.6% |