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 | $132,235 | $167,484-21.0% | $151,611-12.8% | $134,475-1.7% |
| Participation rate | 82.6% | 88.4%-5.8pp | 87.5%-4.9pp | 81.2%+1.4pp |
| Annual return | -8.85% | 7.80%-16.6pp | 3.33%-12.2pp | 417.96%-426.8pp |
| Employer contribution / active EE | $2,322 | $6,829-66.0% | $6,166-62.3% | $4,740-51.0% |
| Participant deferral / active EE | $12,893 | $8,986+43.5% | $8,363+54.2% | $6,400+101.5% |
| Admin fee / account holder | $837 | $13,783-93.9% | $11,616-92.8% | $11,426-92.7% |