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 5-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 | $140,842 | $167,484-15.9% | $151,611-7.1% | $134,475+4.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -14.54% | 7.80%-22.3pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,719 | $6,829-30.9% | $6,166-23.5% | $4,740-0.4% |
| Participant deferral / active EE | $9,800 | $8,986+9.1% | $8,363+17.2% | $6,400+53.1% |
| Admin fee / account holder | $1,566 | $13,783-88.6% | $11,616-86.5% | $11,426-86.3% |