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 | $118,572 | $142,344-16.7% | $119,609-0.9% | $134,475-11.8% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -14.14% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,917 | $5,222-63.3% | $4,232-54.7% | $4,740-59.5% |
| Participant deferral / active EE | $7,822 | $6,469+20.9% | $5,602+39.6% | $6,400+22.2% |
| Admin fee / account holder | $6,565 | $13,584-51.7% | $10,323-36.4% | $11,426-42.5% |