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 | $105,538 | $167,484-37.0% | $151,611-30.4% | $134,475-21.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -10.82% | 7.80%-18.6pp | 3.33%-14.2pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,634 | $6,829-61.4% | $6,166-57.3% | $4,740-44.4% |
| Participant deferral / active EE | $4,595 | $8,986-48.9% | $8,363-45.1% | $6,400-28.2% |
| Admin fee / account holder | $24,674 | $13,783+79.0% | $11,616+112.4% | $11,426+116.0% |