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 | $131,613 | $167,484-21.4% | $151,611-13.2% | $134,475-2.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.03% | 7.80%-25.8pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,453 | $6,829-64.1% | $6,166-60.2% | $4,740-48.2% |
| Participant deferral / active EE | $3,249 | $8,986-63.8% | $8,363-61.2% | $6,400-49.2% |
| Admin fee / account holder | $1,856 | $13,783-86.5% | $11,616-84.0% | $11,426-83.8% |