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 | $138,760 | $167,484-17.1% | $151,611-8.5% | $134,475+3.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.15% | 7.80%-27.0pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,852 | $6,829-14.3% | $6,166-5.1% | $4,740+23.5% |
| Participant deferral / active EE | $10,209 | $8,986+13.6% | $8,363+22.1% | $6,400+59.5% |
| Admin fee / account holder | $376 | $13,783-97.3% | $11,616-96.8% | $11,426-96.7% |