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 | $107,240 | $133,958-19.9% | $112,228-4.4% | $134,475-20.3% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -16.62% | 47.11%-63.7pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,622 | $4,038-35.1% | $3,635-27.9% | $4,740-44.7% |
| Participant deferral / active EE | $5,682 | $5,291+7.4% | $4,728+20.2% | $6,400-11.2% |
| Admin fee / account holder | $5,298 | $7,489-29.3% | $6,410-17.4% | $11,426-53.6% |