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 | $93,249 | $211,958-56.0% | $169,463-45.0% | $135,375-31.1% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -7.40% | 3.26%-10.7pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $848 | $5,120-83.4% | $4,159-79.6% | $4,779-82.3% |
| Participant deferral / active EE | $7,758 | $6,075+27.7% | $5,277+47.0% | $5,609+38.3% |
| Admin fee / account holder | $14,421 | $11,471+25.7% | $9,109+58.3% | $10,827+33.2% |