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 | $98,336 | $95,862+2.6% | $79,550+23.6% | $134,475-26.9% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -19.60% | -2.69%-16.9pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,395 | $3,128+40.5% | $2,413+82.1% | $4,740-7.3% |
| Participant deferral / active EE | $11,414 | $4,693+143.2% | $3,985+186.4% | $6,400+78.4% |
| Admin fee / account holder | $6,878 | $9,126-24.6% | $6,832+0.7% | $11,426-39.8% |