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 | $141,380 | $167,307-15.5% | $143,757-1.7% | $134,475+5.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.83% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,723 | $5,619-33.7% | $4,951-24.8% | $4,740-21.4% |
| Participant deferral / active EE | $7,620 | $6,446+18.2% | $5,637+35.2% | $6,400+19.1% |
| Admin fee / account holder | $656 | $18,088-96.4% | $14,673-95.5% | $11,426-94.3% |