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 | $133,624 | $211,958-37.0% | $169,463-21.1% | $135,375-1.3% |
| Participation rate | 79.2% | 82.6%-3.5pp | 77.8%+1.4pp | 82.6%-3.5pp |
| Annual return | -3.80% | 3.26%-7.1pp | 1.83%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,565 | $5,120-30.4% | $4,159-14.3% | $4,779-25.4% |
| Participant deferral / active EE | $8,330 | $6,075+37.1% | $5,277+57.9% | $5,609+48.5% |
| Admin fee / account holder | $10,534 | $11,471-8.2% | $9,109+15.6% | $10,827-2.7% |