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 | $123,792 | $142,344-13.0% | $119,609+3.5% | $134,475-7.9% |
| Participation rate | 70.6% | 82.8%-12.2pp | 79.3%-8.7pp | 81.2%-10.6pp |
| Annual return | -16.97% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,382 | $5,222-54.4% | $4,232-43.7% | $4,740-49.7% |
| Participant deferral / active EE | $4,934 | $6,469-23.7% | $5,602-11.9% | $6,400-22.9% |
| Admin fee / account holder | $1,658 | $13,584-87.8% | $10,323-83.9% | $11,426-85.5% |