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 | $84,854 | $142,344-40.4% | $119,609-29.1% | $134,475-36.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -18.91% | -12.44%-6.5pp | -14.97%-3.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,404 | $5,222+22.6% | $4,232+51.3% | $4,740+35.1% |
| Participant deferral / active EE | $10,228 | $6,469+58.1% | $5,602+82.6% | $6,400+59.8% |
| Admin fee / account holder | $24,386 | $13,584+79.5% | $10,323+136.2% | $11,426+113.4% |