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 | $95,051 | $167,484-43.2% | $151,611-37.3% | $134,475-29.3% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -13.31% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,283 | $6,829-66.6% | $6,166-63.0% | $4,740-51.8% |
| Participant deferral / active EE | $7,948 | $8,986-11.5% | $8,363-5.0% | $6,400+24.2% |
| Admin fee / account holder | $987 | $13,783-92.8% | $11,616-91.5% | $11,426-91.4% |