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 | $133,323 | $167,484-20.4% | $151,611-12.1% | $134,475-0.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -11.54% | 7.80%-19.3pp | 3.33%-14.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,185 | $6,829-53.4% | $6,166-48.3% | $4,740-32.8% |
| Participant deferral / active EE | $7,501 | $8,986-16.5% | $8,363-10.3% | $6,400+17.2% |
| Admin fee / account holder | $8,171 | $13,783-40.7% | $11,616-29.7% | $11,426-28.5% |