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 | $128,935 | $167,307-22.9% | $143,757-10.3% | $134,475-4.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -18.40% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,948 | $5,619+5.9% | $4,951+20.1% | $4,740+25.5% |
| Participant deferral / active EE | $9,266 | $6,446+43.8% | $5,637+64.4% | $6,400+44.8% |
| Admin fee / account holder | $107,040 | $18,088+491.8% | $14,673+629.5% | $11,426+836.8% |