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 | $137,593 | $105,860+30.0% | $90,749+51.6% | $134,475+2.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -17.49% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $733 | $3,462-78.8% | $2,921-74.9% | $4,740-84.5% |
| Participant deferral / active EE | $12,819 | $5,216+145.8% | $4,564+180.9% | $6,400+100.3% |
| Admin fee / account holder | $4,080 | $13,938-70.7% | $8,445-51.7% | $11,426-64.3% |