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 | $65,099 | $211,958-69.3% | $169,463-61.6% | $135,375-51.9% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -3.06% | 3.26%-6.3pp | 1.83%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,853 | $5,120-63.8% | $4,159-55.4% | $4,779-61.2% |
| Participant deferral / active EE | $3,968 | $6,075-34.7% | $5,277-24.8% | $5,609-29.3% |
| Admin fee / account holder | $3,723 | $11,471-67.5% | $9,109-59.1% | $10,827-65.6% |