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 | $109,951 | $167,484-34.4% | $151,611-27.5% | $134,475-18.2% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -18.40% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,370 | $6,829-50.6% | $6,166-45.3% | $4,740-28.9% |
| Participant deferral / active EE | $8,271 | $8,986-8.0% | $8,363-1.1% | $6,400+29.2% |
| Admin fee / account holder | $1,169 | $13,783-91.5% | $11,616-89.9% | $11,426-89.8% |