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 | $89,819 | $140,588-36.1% | $123,104-27.0% | $125,391-28.4% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -1.83% | 16.80%-18.6pp | 13.22%-15.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $16,187 | $6,041+167.9% | $5,151+214.2% | $4,866+232.7% |
| Participant deferral / active EE | $8,227 | $6,980+17.9% | $6,230+32.1% | $5,352+53.7% |
| Admin fee / account holder | $5,585 | $11,198-50.1% | $9,015-38.0% | $9,540-41.5% |