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 | $41,336 | $167,307-75.3% | $143,757-71.2% | $134,475-69.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.51% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,295 | $5,619-23.6% | $4,951-13.2% | $4,740-9.4% |
| Participant deferral / active EE | $7,278 | $6,446+12.9% | $5,637+29.1% | $6,400+13.7% |
| Admin fee / account holder | $3,845 | $18,088-78.7% | $14,673-73.8% | $11,426-66.3% |