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 | $124,647 | $167,484-25.6% | $151,611-17.8% | $134,475-7.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -10.27% | 7.80%-18.1pp | 3.33%-13.6pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,290 | $6,829-66.5% | $6,166-62.9% | $4,740-51.7% |
| Participant deferral / active EE | $8,005 | $8,986-10.9% | $8,363-4.3% | $6,400+25.1% |
| Admin fee / account holder | $6,548 | $13,783-52.5% | $11,616-43.6% | $11,426-42.7% |