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 5-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 | $130,626 | $133,958-2.5% | $112,228+16.4% | $134,475-2.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.59% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,397 | $4,038-65.4% | $3,635-61.6% | $4,740-70.5% |
| Participant deferral / active EE | $4,040 | $5,291-23.6% | $4,728-14.5% | $6,400-36.9% |
| Admin fee / account holder | $1,317 | $7,489-82.4% | $6,410-79.5% | $11,426-88.5% |