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 | $113,169 | $167,484-32.4% | $151,611-25.4% | $134,475-15.8% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -14.65% | 7.80%-22.4pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,586 | $6,829-76.8% | $6,166-74.3% | $4,740-66.5% |
| Participant deferral / active EE | $10,082 | $8,986+12.2% | $8,363+20.5% | $6,400+57.5% |
| Admin fee / account holder | $12,894 | $13,783-6.4% | $11,616+11.0% | $11,426+12.8% |