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 | $85,019 | $105,860-19.7% | $90,749-6.3% | $134,475-36.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -16.82% | -11.01%-5.8pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,817 | $3,462+68.0% | $2,921+99.1% | $4,740+22.7% |
| Participant deferral / active EE | $5,030 | $5,216-3.6% | $4,564+10.2% | $6,400-21.4% |
| Admin fee / account holder | $4,935 | $13,938-64.6% | $8,445-41.6% | $11,426-56.8% |