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 | $65,263 | $167,484-61.0% | $151,611-57.0% | $134,475-51.5% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -15.34% | 7.80%-23.1pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $5,732 | $6,829-16.1% | $6,166-7.0% | $4,740+20.9% |
| Participant deferral / active EE | $4,017 | $8,986-55.3% | $8,363-52.0% | $6,400-37.2% |
| Admin fee / account holder | $920 | $13,783-93.3% | $11,616-92.1% | $11,426-92.0% |