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 | $61,860 | $167,484-63.1% | $151,611-59.2% | $134,475-54.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -6.82% | 7.80%-14.6pp | 3.33%-10.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $2,518 | $6,829-63.1% | $6,166-59.2% | $4,740-46.9% |
| Participant deferral / active EE | $7,211 | $8,986-19.7% | $8,363-13.8% | $6,400+12.7% |
| Admin fee / account holder | $4,140 | $13,783-70.0% | $11,616-64.4% | $11,426-63.8% |