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 | $54,387 | $127,386-57.3% | $115,037-52.7% | $125,391-56.6% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | -2.35% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,267 | $5,166-56.1% | $4,608-50.8% | $4,866-53.4% |
| Participant deferral / active EE | $5,106 | $6,423-20.5% | $6,026-15.3% | $5,352-4.6% |
| Admin fee / account holder | $434 | $9,516-95.4% | $8,175-94.7% | $9,540-95.5% |