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 | $95,271 | $92,222+3.3% | $76,768+24.1% | $135,375-29.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -6.44% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,499 | $3,216-22.3% | $2,485+0.6% | $4,779-47.7% |
| Participant deferral / active EE | $5,126 | $4,509+13.7% | $3,852+33.1% | $5,609-8.6% |
| Admin fee / account holder | $611 | $10,748-94.3% | $6,675-90.8% | $10,827-94.4% |