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 | $223,480 | $167,484+33.4% | $151,611+47.4% | $134,475+66.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.56% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,423 | $6,829-35.2% | $6,166-28.3% | $4,740-6.7% |
| Participant deferral / active EE | $9,711 | $8,986+8.1% | $8,363+16.1% | $6,400+51.7% |
| Admin fee / account holder | $61,180 | $13,783+343.9% | $11,616+426.7% | $11,426+435.4% |