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 | $126,018 | $142,344-11.5% | $119,609+5.4% | $134,475-6.3% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -18.18% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,196 | $5,222-57.9% | $4,232-48.1% | $4,740-53.7% |
| Participant deferral / active EE | $8,525 | $6,469+31.8% | $5,602+52.2% | $6,400+33.2% |
| Admin fee / account holder | $637 | $13,584-95.3% | $10,323-93.8% | $11,426-94.4% |