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 | $78,414 | $105,860-25.9% | $90,749-13.6% | $134,475-41.7% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -17.38% | -11.01%-6.4pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,801 | $3,462-19.1% | $2,921-4.1% | $4,740-40.9% |
| Participant deferral / active EE | $5,152 | $5,216-1.2% | $4,564+12.9% | $6,400-19.5% |
| Admin fee / account holder | $13,223 | $13,938-5.1% | $8,445+56.6% | $11,426+15.7% |