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 | $98,379 | $167,484-41.3% | $151,611-35.1% | $134,475-26.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -9.18% | 7.80%-17.0pp | 3.33%-12.5pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,693 | $6,829-60.6% | $6,166-56.3% | $4,740-43.2% |
| Participant deferral / active EE | $4,014 | $8,986-55.3% | $8,363-52.0% | $6,400-37.3% |
| Admin fee / account holder | $27,055 | $13,783+96.3% | $11,616+132.9% | $11,426+136.8% |