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 | $120,806 | $142,344-15.1% | $119,609+1.0% | $134,475-10.2% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -8.57% | -12.44%+3.9pp | -14.97%+6.4pp | 417.96%-426.5pp |
| Employer contribution / active EE | $6,322 | $5,222+21.1% | $4,232+49.4% | $4,740+33.4% |
| Participant deferral / active EE | $6,179 | $6,469-4.5% | $5,602+10.3% | $6,400-3.5% |
| Admin fee / account holder | $124,850 | $13,584+819.1% | $10,323+1109.4% | $11,426+992.7% |