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 | $125,127 | $167,307-25.2% | $143,757-13.0% | $134,475-7.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.07% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,105 | $5,619-44.7% | $4,951-37.3% | $4,740-34.5% |
| Participant deferral / active EE | $9,165 | $6,446+42.2% | $5,637+62.6% | $6,400+43.2% |
| Admin fee / account holder | $1,666 | $18,088-90.8% | $14,673-88.6% | $11,426-85.4% |