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 | $127,827 | $167,307-23.6% | $143,757-11.1% | $134,475-4.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.03% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $35,642 | $5,619+534.3% | $4,951+619.9% | $4,740+652.0% |
| Participant deferral / active EE | $9,786 | $6,446+51.8% | $5,637+73.6% | $6,400+52.9% |
| Admin fee / account holder | $241,429 | $18,088+1234.7% | $14,673+1545.4% | $11,426+2013.0% |