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 | $140,051 | $167,307-16.3% | $143,757-2.6% | $134,475+4.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.10% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,065 | $5,619-63.2% | $4,951-58.3% | $4,740-56.4% |
| Participant deferral / active EE | $7,569 | $6,446+17.4% | $5,637+34.3% | $6,400+18.3% |
| Admin fee / account holder | $4,153 | $18,088-77.0% | $14,673-71.7% | $11,426-63.7% |