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 | $113,278 | $131,829-14.1% | $108,579+4.3% | $273,961-58.7% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 5.95% | -91.57%+97.5pp | -51.70%+57.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,532 | $4,912-48.5% | $3,758-32.6% | $4,869-48.0% |
| Participant deferral / active EE | $6,485 | $5,127+26.5% | $4,311+50.4% | $5,287+22.7% |
| Admin fee / account holder | $12,917 | $10,252+26.0% | $7,645+69.0% | $10,132+27.5% |