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 | $39,067 | $140,588-72.2% | $123,104-68.3% | $125,391-68.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -0.98% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,437 | $6,041-43.1% | $5,151-33.3% | $4,866-29.4% |
| Participant deferral / active EE | $4,809 | $6,980-31.1% | $6,230-22.8% | $5,352-10.1% |
| Admin fee / account holder | $8,540 | $11,198-23.7% | $9,015-5.3% | $9,540-10.5% |