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 | $114,373 | $167,484-31.7% | $151,611-24.6% | $134,475-14.9% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -19.31% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,729 | $6,829-74.7% | $6,166-72.0% | $4,740-63.5% |
| Participant deferral / active EE | $3,292 | $8,986-63.4% | $8,363-60.6% | $6,400-48.6% |
| Admin fee / account holder | $6,473 | $13,783-53.0% | $11,616-44.3% | $11,426-43.3% |