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 | $139,480 | $167,484-16.7% | $151,611-8.0% | $134,475+3.7% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -19.28% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $8,742 | $6,829+28.0% | $6,166+41.8% | $4,740+84.5% |
| Participant deferral / active EE | $7,623 | $8,986-15.2% | $8,363-8.9% | $6,400+19.1% |
| Admin fee / account holder | $18,611 | $13,783+35.0% | $11,616+60.2% | $11,426+62.9% |