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 | $78,875 | $95,862-17.7% | $79,550-0.8% | $134,475-41.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -19.31% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,144 | $3,128+32.5% | $2,413+71.7% | $4,740-12.6% |
| Participant deferral / active EE | $5,411 | $4,693+15.3% | $3,985+35.8% | $6,400-15.5% |
| Admin fee / account holder | $633 | $9,126-93.1% | $6,832-90.7% | $11,426-94.5% |