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 | $120,289 | $142,344-15.5% | $119,609+0.6% | $134,475-10.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -14.45% | -12.44%-2.0pp | -14.97%+0.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,458 | $5,222-72.1% | $4,232-65.5% | $4,740-69.2% |
| Participant deferral / active EE | $6,837 | $6,469+5.7% | $5,602+22.1% | $6,400+6.8% |
| Admin fee / account holder | $902 | $13,584-93.4% | $10,323-91.3% | $11,426-92.1% |