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 | $122,191 | $133,958-8.8% | $112,228+8.9% | $134,475-9.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.11% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,900 | $4,038-28.2% | $3,635-20.2% | $4,740-38.8% |
| Participant deferral / active EE | $6,449 | $5,291+21.9% | $4,728+36.4% | $6,400+0.8% |
| Admin fee / account holder | $23,635 | $7,489+215.6% | $6,410+268.7% | $11,426+106.9% |