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 | $101,041 | $167,484-39.7% | $151,611-33.4% | $134,475-24.9% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -18.95% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,494 | $6,829-63.5% | $6,166-59.6% | $4,740-47.4% |
| Participant deferral / active EE | $8,007 | $8,986-10.9% | $8,363-4.3% | $6,400+25.1% |
| Admin fee / account holder | $5,798 | $13,783-57.9% | $11,616-50.1% | $11,426-49.3% |