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 | $106,937 | $167,484-36.2% | $151,611-29.5% | $134,475-20.5% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.5%-6.5pp | 81.2%-0.3pp |
| Annual return | -17.99% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,554 | $6,829-62.6% | $6,166-58.6% | $4,740-46.1% |
| Participant deferral / active EE | $10,428 | $8,986+16.1% | $8,363+24.7% | $6,400+62.9% |
| Admin fee / account holder | $8,277 | $13,783-39.9% | $11,616-28.7% | $11,426-27.6% |