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 | $164,639 | $133,958+22.9% | $112,228+46.7% | $134,475+22.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -14.71% | 47.11%-61.8pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,550 | $4,038-61.6% | $3,635-57.3% | $4,740-67.3% |
| Participant deferral / active EE | $4,644 | $5,291-12.2% | $4,728-1.8% | $6,400-27.4% |
| Admin fee / account holder | $2,764 | $7,489-63.1% | $6,410-56.9% | $11,426-75.8% |