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 | $106,969 | $167,484-36.1% | $151,611-29.4% | $134,475-20.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -15.16% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,163 | $6,829-24.4% | $6,166-16.3% | $4,740+8.9% |
| Participant deferral / active EE | $6,488 | $8,986-27.8% | $8,363-22.4% | $6,400+1.4% |
| Admin fee / account holder | $13,782 | $13,7830% | $11,616+18.6% | $11,426+20.6% |