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 | $131,309 | $127,100+3.3% | $105,738+24.2% | $135,375-3.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 76.3%-6.3pp | 82.6%-12.6pp |
| Annual return | -6.68% | 4.49%-11.2pp | 6.27%-12.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,859 | $4,107-30.4% | $3,268-12.5% | $4,779-40.2% |
| Participant deferral / active EE | $5,562 | $5,064+9.8% | $4,080+36.3% | $5,609-0.8% |
| Admin fee / account holder | $9,211 | $9,087+1.4% | $6,913+33.2% | $10,827-14.9% |