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 | $105,345 | $142,344-26.0% | $119,609-11.9% | $134,475-21.7% |
| Participation rate | 87.0% | 82.8%+4.1pp | 79.3%+7.7pp | 81.2%+5.7pp |
| Annual return | -15.63% | -12.44%-3.2pp | -14.97%-0.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,937 | $5,222+32.8% | $4,232+63.9% | $4,740+46.4% |
| Participant deferral / active EE | $7,843 | $6,469+21.2% | $5,602+40.0% | $6,400+22.6% |
| Admin fee / account holder | $81,563 | $13,584+500.4% | $10,323+690.1% | $11,426+613.8% |