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 | $135,828 | $142,344-4.6% | $119,609+13.6% | $134,475+1.0% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -17.80% | -12.44%-5.4pp | -14.97%-2.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,864 | $5,222-45.2% | $4,232-32.3% | $4,740-39.6% |
| Participant deferral / active EE | $7,298 | $6,469+12.8% | $5,602+30.3% | $6,400+14.0% |
| Admin fee / account holder | $691 | $13,584-94.9% | $10,323-93.3% | $11,426-94.0% |