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 | $90,711 | $211,958-57.2% | $169,463-46.5% | $135,375-33.0% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -6.16% | 3.26%-9.4pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $586 | $5,120-88.6% | $4,159-85.9% | $4,779-87.7% |
| Participant deferral / active EE | $3,140 | $6,075-48.3% | $5,277-40.5% | $5,609-44.0% |
| Admin fee / account holder | $1,501 | $11,471-86.9% | $9,109-83.5% | $10,827-86.1% |