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 | $103,426 | $167,484-38.2% | $151,611-31.8% | $134,475-23.1% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -13.92% | 7.80%-21.7pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $5,600 | $6,829-18.0% | $6,166-9.2% | $4,740+18.2% |
| Participant deferral / active EE | $12,053 | $8,986+34.1% | $8,363+44.1% | $6,400+88.3% |
| Admin fee / account holder | $729 | $13,783-94.7% | $11,616-93.7% | $11,426-93.6% |