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 | $86,237 | $95,862-10.0% | $79,550+8.4% | $134,475-35.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -11.23% | -2.69%-8.5pp | 0.16%-11.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,738 | $3,128+19.5% | $2,413+54.9% | $4,740-21.1% |
| Participant deferral / active EE | $3,771 | $4,693-19.6% | $3,985-5.4% | $6,400-41.1% |
| Admin fee / account holder | $2,598 | $9,126-71.5% | $6,832-62.0% | $11,426-77.3% |