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 | $97,739 | $167,484-41.6% | $151,611-35.5% | $134,475-27.3% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -16.41% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,610 | $6,829-47.1% | $6,166-41.5% | $4,740-23.8% |
| Participant deferral / active EE | $6,981 | $8,986-22.3% | $8,363-16.5% | $6,400+9.1% |
| Admin fee / account holder | $6,956 | $13,783-49.5% | $11,616-40.1% | $11,426-39.1% |