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 | $116,198 | $142,344-18.4% | $119,609-2.9% | $134,475-13.6% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -7.95% | -12.44%+4.5pp | -14.97%+7.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $2,693 | $5,222-48.4% | $4,232-36.4% | $4,740-43.2% |
| Participant deferral / active EE | $5,061 | $6,469-21.8% | $5,602-9.7% | $6,400-20.9% |
| Admin fee / account holder | $12,520 | $13,584-7.8% | $10,323+21.3% | $11,426+9.6% |