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 | $126,572 | $142,344-11.1% | $119,609+5.8% | $134,475-5.9% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -15.34% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,464 | $5,222-33.7% | $4,232-18.1% | $4,740-26.9% |
| Participant deferral / active EE | $4,235 | $6,469-34.5% | $5,602-24.4% | $6,400-33.8% |
| Admin fee / account holder | $17,280 | $13,584+27.2% | $10,323+67.4% | $11,426+51.2% |