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 | $116,163 | $135,635-14.4% | $110,238+5.4% | $135,375-14.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -2.80% | 513.19%-516.0pp | 314.74%-317.5pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,607 | $4,906-26.5% | $3,826-5.7% | $4,779-24.5% |
| Participant deferral / active EE | $5,478 | $5,506-0.5% | $4,672+17.3% | $5,609-2.3% |
| Admin fee / account holder | $1,307 | $11,457-88.6% | $8,547-84.7% | $10,827-87.9% |