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 | $109,279 | $167,484-34.8% | $151,611-27.9% | $134,475-18.7% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -18.41% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,662 | $6,829-75.7% | $6,166-73.0% | $4,740-64.9% |
| Participant deferral / active EE | $4,156 | $8,986-53.7% | $8,363-50.3% | $6,400-35.1% |
| Admin fee / account holder | $974 | $13,783-92.9% | $11,616-91.6% | $11,426-91.5% |