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 | $147,044 | $133,958+9.8% | $112,228+31.0% | $134,475+9.3% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -16.68% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,521 | $4,038-37.6% | $3,635-30.7% | $4,740-46.8% |
| Participant deferral / active EE | $5,613 | $5,291+6.1% | $4,728+18.7% | $6,400-12.3% |
| Admin fee / account holder | $5,943 | $7,489-20.6% | $6,410-7.3% | $11,426-48.0% |