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 | $134,178 | $142,344-5.7% | $119,609+12.2% | $134,475-0.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -3.77% | -12.44%+8.7pp | -14.97%+11.2pp | 417.96%-421.7pp |
| Employer contribution / active EE | $1,352 | $5,222-74.1% | $4,232-68.0% | $4,740-71.5% |
| Participant deferral / active EE | $7,958 | $6,469+23.0% | $5,602+42.1% | $6,400+24.3% |
| Admin fee / account holder | $9,533 | $13,584-29.8% | $10,323-7.7% | $11,426-16.6% |