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 | $130,954 | $167,307-21.7% | $143,757-8.9% | $134,475-2.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.30% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $7,416 | $5,619+32.0% | $4,951+49.8% | $4,740+56.5% |
| Participant deferral / active EE | $5,686 | $6,446-11.8% | $5,637+0.9% | $6,400-11.2% |
| Admin fee / account holder | $3,896 | $18,088-78.5% | $14,673-73.4% | $11,426-65.9% |