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 | $126,412 | $142,344-11.2% | $119,609+5.7% | $134,475-6.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -9.33% | -12.44%+3.1pp | -14.97%+5.6pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,547 | $5,222-51.2% | $4,232-39.8% | $4,740-46.3% |
| Participant deferral / active EE | $5,658 | $6,469-12.5% | $5,602+1.0% | $6,400-11.6% |
| Admin fee / account holder | $10,265 | $13,584-24.4% | $10,323-0.6% | $11,426-10.2% |