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 | $105,552 | $167,484-37.0% | $151,611-30.4% | $134,475-21.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -13.14% | 7.80%-20.9pp | 3.33%-16.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,913 | $6,829-57.3% | $6,166-52.8% | $4,740-38.5% |
| Participant deferral / active EE | $8,393 | $8,986-6.6% | $8,363+0.4% | $6,400+31.1% |
| Admin fee / account holder | $759 | $13,783-94.5% | $11,616-93.5% | $11,426-93.4% |