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 | $139,473 | $167,307-16.6% | $143,757-3.0% | $134,475+3.7% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -16.09% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,932 | $5,619-65.6% | $4,951-61.0% | $4,740-59.2% |
| Participant deferral / active EE | $5,887 | $6,446-8.7% | $5,637+4.4% | $6,400-8.0% |
| Admin fee / account holder | $1,460 | $18,088-91.9% | $14,673-90.0% | $11,426-87.2% |