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 | $132,890 | $167,484-20.7% | $151,611-12.3% | $134,475-1.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.52% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,984 | $6,829-56.3% | $6,166-51.6% | $4,740-37.0% |
| Participant deferral / active EE | $7,378 | $8,986-17.9% | $8,363-11.8% | $6,400+15.3% |
| Admin fee / account holder | $27,093 | $13,783+96.6% | $11,616+133.2% | $11,426+137.1% |