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 | $101,017 | $135,635-25.5% | $110,238-8.4% | $135,375-25.4% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.8%-6.1pp | 82.6%-9.0pp |
| Annual return | -4.14% | 513.19%-517.3pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,786 | $4,906-22.8% | $3,826-1.0% | $4,779-20.8% |
| Participant deferral / active EE | $9,491 | $5,506+72.4% | $4,672+103.1% | $5,609+69.2% |
| Admin fee / account holder | $8,794 | $11,457-23.2% | $8,547+2.9% | $10,827-18.8% |