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 | $60,727 | $167,484-63.7% | $151,611-59.9% | $134,475-54.8% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.5%+2.0pp | 81.2%+8.3pp |
| Annual return | -16.60% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,895 | $6,829-57.6% | $6,166-53.0% | $4,740-38.9% |
| Participant deferral / active EE | $5,491 | $8,986-38.9% | $8,363-34.3% | $6,400-14.2% |
| Admin fee / account holder | $5,228 | $13,783-62.1% | $11,616-55.0% | $11,426-54.2% |