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 | $108,556 | $90,519+19.9% | $93,789+15.7% | $134,475-19.3% |
| Participation rate | 90.9% | 82.0%+9.0pp | 81.0%+10.0pp | 81.2%+9.7pp |
| Annual return | -15.63% | -15.72%+0.1pp | -11.33%-4.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,941 | $4,343-55.3% | $4,323-55.1% | $4,740-59.0% |
| Participant deferral / active EE | $3,597 | $5,978-39.8% | $6,094-41.0% | $6,400-43.8% |
| Admin fee / account holder | $3,155 | $9,252-65.9% | $7,195-56.1% | $11,426-72.4% |