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 | $127,152 | $142,344-10.7% | $119,609+6.3% | $134,475-5.4% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -18.87% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,955 | $5,222-43.4% | $4,232-30.2% | $4,740-37.7% |
| Participant deferral / active EE | $6,449 | $6,469-0.3% | $5,602+15.1% | $6,400+0.8% |
| Admin fee / account holder | $983 | $13,584-92.8% | $10,323-90.5% | $11,426-91.4% |