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 | $136,577 | $133,958+2.0% | $112,228+21.7% | $134,475+1.6% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -15.77% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,343 | $4,038-42.0% | $3,635-35.5% | $4,740-50.6% |
| Participant deferral / active EE | $4,546 | $5,291-14.1% | $4,728-3.9% | $6,400-29.0% |
| Admin fee / account holder | $701 | $7,489-90.6% | $6,410-89.1% | $11,426-93.9% |