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 | $122,312 | $142,344-14.1% | $119,609+2.3% | $134,475-9.0% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -17.50% | -12.44%-5.1pp | -14.97%-2.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,502 | $5,222-32.9% | $4,232-17.3% | $4,740-26.1% |
| Participant deferral / active EE | $9,208 | $6,469+42.3% | $5,602+64.4% | $6,400+43.9% |
| Admin fee / account holder | $1,138 | $13,584-91.6% | $10,323-89.0% | $11,426-90.0% |