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 | $110,535 | $142,344-22.3% | $119,609-7.6% | $134,475-17.8% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -15.58% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,177 | $5,222-20.0% | $4,232-1.3% | $4,740-11.9% |
| Participant deferral / active EE | $7,646 | $6,469+18.2% | $5,602+36.5% | $6,400+19.5% |
| Admin fee / account holder | $12,225 | $13,584-10.0% | $10,323+18.4% | $11,426+7.0% |