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 | $81,799 | $127,386-35.8% | $115,037-28.9% | $125,391-34.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -0.19% | 31.28%-31.5pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $5,258 | $5,166+1.8% | $4,608+14.1% | $4,866+8.1% |
| Participant deferral / active EE | $9,081 | $6,423+41.4% | $6,026+50.7% | $5,352+69.7% |
| Admin fee / account holder | $10,876 | $9,516+14.3% | $8,175+33.0% | $9,540+14.0% |