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 | $142,883 | $167,484-14.7% | $151,611-5.8% | $134,475+6.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -18.11% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,035 | $6,829-55.6% | $6,166-50.8% | $4,740-36.0% |
| Participant deferral / active EE | $7,083 | $8,986-21.2% | $8,363-15.3% | $6,400+10.7% |
| Admin fee / account holder | $6,950 | $13,783-49.6% | $11,616-40.2% | $11,426-39.2% |