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 | $124,307 | $167,484-25.8% | $151,611-18.0% | $134,475-7.6% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -13.87% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,238 | $6,829-52.6% | $6,166-47.5% | $4,740-31.7% |
| Participant deferral / active EE | $7,435 | $8,986-17.3% | $8,363-11.1% | $6,400+16.2% |
| Admin fee / account holder | $1,321 | $13,783-90.4% | $11,616-88.6% | $11,426-88.4% |