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 | $144,770 | $110,094+31.5% | $151,611-4.5% | $68,494+111.4% |
| Participation rate | 82.6% | 84.0%-1.4pp | 87.5%-4.9pp | 67.9%+14.7pp |
| Annual return | -15.47% | -10.12%-5.4pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,910 | $4,471-57.3% | $6,166-69.0% | $2,596-26.4% |
| Participant deferral / active EE | $7,370 | $6,527+12.9% | $8,363-11.9% | $4,027+83.0% |
| Admin fee / account holder | $2,566 | $7,719-66.8% | $11,616-77.9% | $5,403-52.5% |