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 | $136,631 | $142,344-4.0% | $119,609+14.2% | $134,475+1.6% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -16.04% | -12.44%-3.6pp | -14.97%-1.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,153 | $5,222-77.9% | $4,232-72.7% | $4,740-75.7% |
| Participant deferral / active EE | $4,566 | $6,469-29.4% | $5,602-18.5% | $6,400-28.7% |
| Admin fee / account holder | $723 | $13,584-94.7% | $10,323-93.0% | $11,426-93.7% |