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 | $127,907 | $107,791+18.7% | $90,645+41.1% | $135,375-5.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -7.92% | -0.90%-7.0pp | 1.88%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,291 | $3,018-57.2% | $2,532-49.0% | $4,779-73.0% |
| Participant deferral / active EE | $5,345 | $3,872+38.0% | $3,425+56.1% | $5,609-4.7% |
| Admin fee / account holder | $895 | $5,930-84.9% | $4,994-82.1% | $10,827-91.7% |