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 | $96,515 | $167,484-42.4% | $151,611-36.3% | $134,475-28.2% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -11.37% | 7.80%-19.2pp | 3.33%-14.7pp | 417.96%-429.3pp |
| Employer contribution / active EE | $5,372 | $6,829-21.3% | $6,166-12.9% | $4,740+13.3% |
| Participant deferral / active EE | $10,841 | $8,986+20.6% | $8,363+29.6% | $6,400+69.4% |
| Admin fee / account holder | $3,202 | $13,783-76.8% | $11,616-72.4% | $11,426-72.0% |