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 | $135,799 | $167,484-18.9% | $151,611-10.4% | $134,475+1.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -15.93% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,914 | $6,829-28.0% | $6,166-20.3% | $4,740+3.7% |
| Participant deferral / active EE | $9,573 | $8,986+6.5% | $8,363+14.5% | $6,400+49.6% |
| Admin fee / account holder | $5,099 | $13,783-63.0% | $11,616-56.1% | $11,426-55.4% |