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 | $133,223 | $95,862+39.0% | $79,550+67.5% | $134,475-0.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -15.86% | -2.69%-13.2pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,573 | $3,128-49.7% | $2,413-34.8% | $4,740-66.8% |
| Participant deferral / active EE | $4,972 | $4,693+6.0% | $3,985+24.8% | $6,400-22.3% |
| Admin fee / account holder | $466 | $9,126-94.9% | $6,832-93.2% | $11,426-95.9% |