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 | $113,855 | $167,484-32.0% | $151,611-24.9% | $134,475-15.3% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -16.34% | 7.80%-24.1pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,555 | $6,829-33.3% | $6,166-26.1% | $4,740-3.9% |
| Participant deferral / active EE | $8,750 | $8,986-2.6% | $8,363+4.6% | $6,400+36.7% |
| Admin fee / account holder | $9,062 | $13,783-34.2% | $11,616-22.0% | $11,426-20.7% |