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 | $121,794 | $167,484-27.3% | $151,611-19.7% | $134,475-9.4% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -11.39% | 7.80%-19.2pp | 3.33%-14.7pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,316 | $6,829-66.1% | $6,166-62.4% | $4,740-51.1% |
| Participant deferral / active EE | $4,638 | $8,986-48.4% | $8,363-44.5% | $6,400-27.5% |
| Admin fee / account holder | $1,017 | $13,783-92.6% | $11,616-91.2% | $11,426-91.1% |