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 | $135,494 | $167,484-19.1% | $151,611-10.6% | $134,475+0.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -13.03% | 7.80%-20.8pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,334 | $6,829-51.2% | $6,166-45.9% | $4,740-29.7% |
| Participant deferral / active EE | $8,176 | $8,986-9.0% | $8,363-2.2% | $6,400+27.8% |
| Admin fee / account holder | $8,022 | $13,783-41.8% | $11,616-30.9% | $11,426-29.8% |