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 | $117,487 | $167,484-29.9% | $151,611-22.5% | $134,475-12.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.56% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,718 | $6,829-74.8% | $6,166-72.1% | $4,740-63.8% |
| Participant deferral / active EE | $5,646 | $8,986-37.2% | $8,363-32.5% | $6,400-11.8% |
| Admin fee / account holder | $1,646 | $13,783-88.1% | $11,616-85.8% | $11,426-85.6% |