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 | $115,606 | $97,044+19.1% | $83,333+38.7% | $135,375-14.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -8.24% | 12.31%-20.5pp | 10.63%-18.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,241 | $4,143-21.8% | $3,379-4.1% | $4,779-32.2% |
| Participant deferral / active EE | $4,463 | $5,964-25.2% | $5,565-19.8% | $5,609-20.4% |
| Admin fee / account holder | $1,030 | $8,380-87.7% | $7,510-86.3% | $10,827-90.5% |