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 | $142,907 | $167,484-14.7% | $151,611-5.7% | $134,475+6.3% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -5.46% | 7.80%-13.3pp | 3.33%-8.8pp | 417.96%-423.4pp |
| Employer contribution / active EE | $2,039 | $6,829-70.1% | $6,166-66.9% | $4,740-57.0% |
| Participant deferral / active EE | $4,751 | $8,986-47.1% | $8,363-43.2% | $6,400-25.8% |
| Admin fee / account holder | $20,329 | $13,783+47.5% | $11,616+75.0% | $11,426+77.9% |