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 | $79,454 | $142,344-44.2% | $119,609-33.6% | $134,475-40.9% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -18.40% | -12.44%-6.0pp | -14.97%-3.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,219 | $5,222-0.1% | $4,232+23.3% | $4,740+10.1% |
| Participant deferral / active EE | $8,051 | $6,469+24.4% | $5,602+43.7% | $6,400+25.8% |
| Admin fee / account holder | $711 | $13,584-94.8% | $10,323-93.1% | $11,426-93.8% |