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 | $113,173 | $167,484-32.4% | $151,611-25.4% | $134,475-15.8% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -17.84% | 7.80%-25.6pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,008 | $6,829-70.6% | $6,166-67.4% | $4,740-57.6% |
| Participant deferral / active EE | $8,879 | $8,986-1.2% | $8,363+6.2% | $6,400+38.7% |
| Admin fee / account holder | $1,907 | $13,783-86.2% | $11,616-83.6% | $11,426-83.3% |