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 | $117,758 | $135,635-13.2% | $110,238+6.8% | $135,375-13.0% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -8.04% | 513.19%-521.2pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,354 | $4,906-52.0% | $3,826-38.5% | $4,779-50.7% |
| Participant deferral / active EE | $8,060 | $5,506+46.4% | $4,672+72.5% | $5,609+43.7% |
| Admin fee / account holder | $8,462 | $11,457-26.1% | $8,547-1.0% | $10,827-21.8% |