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 | $134,151 | $167,484-19.9% | $151,611-11.5% | $134,475-0.2% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-3.9pp |
| Annual return | -13.02% | 7.80%-20.8pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,386 | $8,986-17.8% | $8,363-11.7% | $6,400+15.4% |
| Admin fee / account holder | $11,149 | $13,783-19.1% | $11,616-4.0% | $11,426-2.4% |