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 | $128,775 | $127,386+1.1% | $115,037+11.9% | $125,391+2.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.71% | 31.28%-34.0pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $4,910 | $5,166-5.0% | $4,608+6.6% | $4,866+0.9% |
| Participant deferral / active EE | $5,260 | $6,423-18.1% | $6,026-12.7% | $5,352-1.7% |
| Admin fee / account holder | $1,371 | $9,516-85.6% | $8,175-83.2% | $9,540-85.6% |