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 | $140,735 | $167,484-16.0% | $151,611-7.2% | $134,475+4.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -15.94% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,224 | $6,829-38.1% | $6,166-31.5% | $4,740-10.9% |
| Participant deferral / active EE | $9,325 | $8,986+3.8% | $8,363+11.5% | $6,400+45.7% |
| Admin fee / account holder | $9,389 | $13,783-31.9% | $11,616-19.2% | $11,426-17.8% |