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 | $124,940 | $175,600-28.8% | $129,110-3.2% | $134,475-7.1% |
| Participation rate | 95.0% | 81.6%+13.4pp | 77.3%+17.7pp | 81.2%+13.8pp |
| Annual return | -17.71% | -11.39%-6.3pp | -10.94%-6.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,909 | $6,355-22.8% | $5,052-2.8% | $4,740+3.6% |
| Participant deferral / active EE | $6,437 | $7,975-19.3% | $6,542-1.6% | $6,400+0.6% |
| Admin fee / account holder | $10,840 | $23,567-54.0% | $14,302-24.2% | $11,426-5.1% |