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 3-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 | $89,776 | $167,484-46.4% | $151,611-40.8% | $134,475-33.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -16.18% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,648 | $6,829-61.2% | $6,166-57.1% | $4,740-44.1% |
| Participant deferral / active EE | $3,936 | $8,986-56.2% | $8,363-52.9% | $6,400-38.5% |
| Admin fee / account holder | $544 | $13,783-96.1% | $11,616-95.3% | $11,426-95.2% |