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 | $118,227 | $142,344-16.9% | $119,609-1.2% | $134,475-12.1% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -13.17% | -12.44%-0.7pp | -14.97%+1.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,109 | $5,222-2.2% | $4,232+20.7% | $4,740+7.8% |
| Participant deferral / active EE | $8,928 | $6,469+38.0% | $5,602+59.4% | $6,400+39.5% |
| Admin fee / account holder | $15,130 | $13,584+11.4% | $10,323+46.6% | $11,426+32.4% |