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 | $92,674 | $142,344-34.9% | $119,609-22.5% | $134,475-31.1% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -14.19% | -12.44%-1.8pp | -14.97%+0.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,590 | $5,222-69.6% | $4,232-62.4% | $4,740-66.5% |
| Participant deferral / active EE | $3,537 | $6,469-45.3% | $5,602-36.9% | $6,400-44.7% |
| Admin fee / account holder | $630 | $13,584-95.4% | $10,323-93.9% | $11,426-94.5% |