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 | $102,547 | $167,484-38.8% | $151,611-32.4% | $134,475-23.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.80% | 7.80%-27.6pp | 3.33%-23.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,599 | $6,829-18.0% | $6,166-9.2% | $4,740+18.1% |
| Participant deferral / active EE | $9,784 | $8,986+8.9% | $8,363+17.0% | $6,400+52.9% |
| Admin fee / account holder | $511 | $13,783-96.3% | $11,616-95.6% | $11,426-95.5% |