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 | $100,593 | $142,344-29.3% | $119,609-15.9% | $134,475-25.2% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -13.79% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $6,231 | $5,222+19.3% | $4,232+47.2% | $4,740+31.5% |
| Participant deferral / active EE | $12,755 | $6,469+97.2% | $5,602+127.7% | $6,400+99.3% |
| Admin fee / account holder | $74,138 | $13,584+445.8% | $10,323+618.2% | $11,426+548.9% |