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 | $114,833 | $127,386-9.9% | $115,037-0.2% | $125,391-8.4% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -1.15% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,923 | $5,166-43.4% | $4,608-36.6% | $4,866-39.9% |
| Participant deferral / active EE | $7,927 | $6,423+23.4% | $6,026+31.5% | $5,352+48.1% |
| Admin fee / account holder | $463 | $9,516-95.1% | $8,175-94.3% | $9,540-95.2% |