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 | $101,340 | $167,484-39.5% | $151,611-33.2% | $134,475-24.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -17.27% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,090 | $6,829-54.8% | $6,166-49.9% | $4,740-34.8% |
| Participant deferral / active EE | $3,429 | $8,986-61.8% | $8,363-59.0% | $6,400-46.4% |
| Admin fee / account holder | $20,164 | $13,783+46.3% | $11,616+73.6% | $11,426+76.5% |