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 | $139,365 | $167,484-16.8% | $151,611-8.1% | $134,475+3.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -19.29% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $8,822 | $6,829+29.2% | $6,166+43.1% | $4,740+86.1% |
| Participant deferral / active EE | $6,049 | $8,986-32.7% | $8,363-27.7% | $6,400-5.5% |
| Admin fee / account holder | $10,731 | $13,783-22.1% | $11,616-7.6% | $11,426-6.1% |