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 | $121,611 | $95,862+26.9% | $79,550+52.9% | $134,475-9.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -13.18% | -2.69%-10.5pp | 0.16%-13.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,268 | $3,128+4.5% | $2,413+35.4% | $4,740-31.0% |
| Participant deferral / active EE | $7,978 | $4,693+70.0% | $3,985+100.2% | $6,400+24.7% |
| Admin fee / account holder | $6,061 | $9,126-33.6% | $6,832-11.3% | $11,426-47.0% |