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 | $132,234 | $211,958-37.6% | $169,463-22.0% | $135,375-2.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -6.61% | 3.26%-9.9pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,731 | $5,120-27.1% | $4,159-10.3% | $4,779-21.9% |
| Participant deferral / active EE | $4,474 | $6,075-26.4% | $5,277-15.2% | $5,609-20.2% |
| Admin fee / account holder | $2,000 | $11,471-82.6% | $9,109-78.0% | $10,827-81.5% |