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 | $38,987 | $211,958-81.6% | $169,463-77.0% | $135,375-71.2% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -2.87% | 3.26%-6.1pp | 1.83%-4.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,952 | $5,120-61.9% | $4,159-53.1% | $4,779-59.2% |
| Participant deferral / active EE | $8,719 | $6,075+43.5% | $5,277+65.2% | $5,609+55.5% |
| Admin fee / account holder | $19,562 | $11,471+70.5% | $9,109+114.7% | $10,827+80.7% |