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 | $117,992 | $167,484-29.6% | $151,611-22.2% | $134,475-12.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -13.25% | 7.80%-21.0pp | 3.33%-16.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,898 | $6,829-57.6% | $6,166-53.0% | $4,740-38.9% |
| Participant deferral / active EE | $9,491 | $8,986+5.6% | $8,363+13.5% | $6,400+48.3% |
| Admin fee / account holder | $94,201 | $13,783+583.5% | $11,616+711.0% | $11,426+724.4% |