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 | $120,145 | $167,484-28.3% | $151,611-20.8% | $134,475-10.7% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -14.95% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,179 | $6,829-53.5% | $6,166-48.4% | $4,740-32.9% |
| Participant deferral / active EE | $4,046 | $8,986-55.0% | $8,363-51.6% | $6,400-36.8% |
| Admin fee / account holder | $12,131 | $13,783-12.0% | $11,616+4.4% | $11,426+6.2% |