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 | $129,131 | $95,862+34.7% | $79,550+62.3% | $134,475-4.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.18% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,072 | $3,128-65.7% | $2,413-55.6% | $4,740-77.4% |
| Participant deferral / active EE | $5,501 | $4,693+17.2% | $3,985+38.0% | $6,400-14.0% |
| Admin fee / account holder | $4,835 | $9,126-47.0% | $6,832-29.2% | $11,426-57.7% |