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 | $137,419 | $167,484-18.0% | $151,611-9.4% | $134,475+2.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -16.90% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $8,249 | $6,829+20.8% | $6,166+33.8% | $4,740+74.0% |
| Participant deferral / active EE | $11,547 | $8,986+28.5% | $8,363+38.1% | $6,400+80.4% |
| Admin fee / account holder | $707 | $13,783-94.9% | $11,616-93.9% | $11,426-93.8% |