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 | $107,482 | $90,519+18.7% | $93,789+14.6% | $134,475-20.1% |
| Participation rate | 78.3% | 82.0%-3.7pp | 81.0%-2.7pp | 81.2%-3.0pp |
| Annual return | -17.19% | -15.72%-1.5pp | -11.33%-5.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,295 | $4,343-47.2% | $4,323-46.9% | $4,740-51.6% |
| Participant deferral / active EE | $4,167 | $5,978-30.3% | $6,094-31.6% | $6,400-34.9% |
| Admin fee / account holder | $788 | $9,252-91.5% | $7,195-89.0% | $11,426-93.1% |