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 | $130,335 | $133,958-2.7% | $112,228+16.1% | $134,475-3.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -13.67% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,062 | $4,038-24.2% | $3,635-15.8% | $4,740-35.4% |
| Participant deferral / active EE | $9,600 | $5,291+81.5% | $4,728+103.0% | $6,400+50.0% |
| Admin fee / account holder | $1,724 | $7,489-77.0% | $6,410-73.1% | $11,426-84.9% |