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 | $119,111 | $105,860+12.5% | $90,749+31.3% | $134,475-11.4% |
| Participation rate | 77.3% | 78.2%-1.0pp | 75.7%+1.6pp | 81.2%-3.9pp |
| Annual return | -16.84% | -11.01%-5.8pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,548 | $3,462-26.4% | $2,921-12.8% | $4,740-46.2% |
| Participant deferral / active EE | $6,694 | $5,216+28.4% | $4,564+46.7% | $6,400+4.6% |
| Admin fee / account holder | $9,186 | $13,938-34.1% | $8,445+8.8% | $11,426-19.6% |