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 | $134,692 | $142,344-5.4% | $119,609+12.6% | $134,475+0.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -11.19% | -12.44%+1.3pp | -14.97%+3.8pp | 417.96%-429.2pp |
| Employer contribution / active EE | $9,244 | $5,222+77.0% | $4,232+118.4% | $4,740+95.0% |
| Participant deferral / active EE | $7,684 | $6,469+18.8% | $5,602+37.2% | $6,400+20.1% |
| Admin fee / account holder | $6,970 | $13,584-48.7% | $10,323-32.5% | $11,426-39.0% |