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 | $119,916 | $167,484-28.4% | $151,611-20.9% | $134,475-10.8% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -19.37% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,970 | $6,829-41.9% | $6,166-35.6% | $4,740-16.2% |
| Participant deferral / active EE | $6,235 | $8,986-30.6% | $8,363-25.5% | $6,400-2.6% |
| Admin fee / account holder | $2,336 | $13,783-83.1% | $11,616-79.9% | $11,426-79.6% |