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 | $106,804 | $167,484-36.2% | $151,611-29.6% | $134,475-20.6% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -16.03% | 7.80%-23.8pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $5,494 | $6,829-19.5% | $6,166-10.9% | $4,740+15.9% |
| Participant deferral / active EE | $11,413 | $8,986+27.0% | $8,363+36.5% | $6,400+78.3% |
| Admin fee / account holder | $2,711 | $13,783-80.3% | $11,616-76.7% | $11,426-76.3% |