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 | $130,400 | $167,484-22.1% | $151,611-14.0% | $134,475-3.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -10.54% | 7.80%-18.3pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,680 | $6,829-75.4% | $6,166-72.8% | $4,740-64.6% |
| Participant deferral / active EE | $4,188 | $8,986-53.4% | $8,363-49.9% | $6,400-34.6% |
| Admin fee / account holder | $11,105 | $13,783-19.4% | $11,616-4.4% | $11,426-2.8% |