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 | $130,762 | $129,942+0.6% | $104,294+25.4% | $134,475-2.8% |
| Participation rate | 73.3% | 79.5%-6.2pp | 73.3%+0.1pp | 81.2%-7.9pp |
| Annual return | -10.67% | 42.03%-52.7pp | 24.61%-35.3pp | 417.96%-428.6pp |
| Employer contribution / active EE | $843 | $4,184-79.9% | $3,372-75.0% | $4,740-82.2% |
| Participant deferral / active EE | $4,914 | $5,588-12.1% | $4,625+6.2% | $6,400-23.2% |
| Admin fee / account holder | $1,608 | $9,323-82.8% | $7,339-78.1% | $11,426-85.9% |