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 | $94,595 | $167,484-43.5% | $151,611-37.6% | $134,475-29.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -12.25% | 7.80%-20.0pp | 3.33%-15.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,039 | $6,829-70.1% | $6,166-66.9% | $4,740-57.0% |
| Participant deferral / active EE | $4,712 | $8,986-47.6% | $8,363-43.7% | $6,400-26.4% |
| Admin fee / account holder | $41,948 | $13,783+204.3% | $11,616+261.1% | $11,426+267.1% |