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 9-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 | $84,171 | $167,484-49.7% | $151,611-44.5% | $134,475-37.4% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -16.59% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $17,096 | $8,986+90.3% | $8,363+104.4% | $6,400+167.1% |
| Admin fee / account holder | $10,167 | $13,783-26.2% | $11,616-12.5% | $11,426-11.0% |