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 | $115,082 | $133,958-14.1% | $112,228+2.5% | $134,475-14.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.66% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,343 | $4,038-42.0% | $3,635-35.5% | $4,740-50.6% |
| Participant deferral / active EE | $6,604 | $5,291+24.8% | $4,728+39.7% | $6,400+3.2% |
| Admin fee / account holder | $2,095 | $7,489-72.0% | $6,410-67.3% | $11,426-81.7% |