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 | $136,797 | $167,484-18.3% | $151,611-9.8% | $134,475+1.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -19.85% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,332 | $6,829-51.2% | $6,166-46.0% | $4,740-29.7% |
| Participant deferral / active EE | $9,700 | $8,986+7.9% | $8,363+16.0% | $6,400+51.6% |
| Admin fee / account holder | $672 | $13,783-95.1% | $11,616-94.2% | $11,426-94.1% |