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 | $123,038 | $142,344-13.6% | $119,609+2.9% | $134,475-8.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.21% | -12.44%-5.8pp | -14.97%-3.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $20,097 | $5,222+284.8% | $4,232+374.9% | $4,740+324.0% |
| Participant deferral / active EE | $5,200 | $6,469-19.6% | $5,602-7.2% | $6,400-18.7% |
| Admin fee / account holder | $2,159 | $13,584-84.1% | $10,323-79.1% | $11,426-81.1% |