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 | $112,270 | $167,484-33.0% | $151,611-25.9% | $134,475-16.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.27% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,264 | $6,829-66.9% | $6,166-63.3% | $4,740-52.2% |
| Participant deferral / active EE | $11,372 | $8,986+26.6% | $8,363+36.0% | $6,400+77.7% |
| Admin fee / account holder | $313,201 | $13,783+2172.4% | $11,616+2596.3% | $11,426+2641.1% |