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 | $132,489 | $142,344-6.9% | $119,609+10.8% | $134,475-1.5% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -18.51% | -12.44%-6.1pp | -14.97%-3.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,332 | $5,222-17.0% | $4,232+2.4% | $4,740-8.6% |
| Participant deferral / active EE | $13,254 | $6,469+104.9% | $5,602+136.6% | $6,400+107.1% |
| Admin fee / account holder | $377 | $13,584-97.2% | $10,323-96.3% | $11,426-96.7% |