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 | $130,939 | $147,167-11.0% | $111,392+17.5% | $135,375-3.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 78.9%+12.0pp | 82.6%+8.3pp |
| Annual return | -3.69% | -4.44%+0.8pp | -2.06%-1.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,442 | $5,204-14.6% | $4,328+2.6% | $4,779-7.1% |
| Participant deferral / active EE | $5,346 | $6,565-18.6% | $5,567-4.0% | $5,609-4.7% |
| Admin fee / account holder | $19,754 | $20,270-2.5% | $12,266+61.0% | $10,827+82.5% |