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 | $87,371 | $95,862-8.9% | $79,550+9.8% | $134,475-35.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -12.26% | -2.69%-9.6pp | 0.16%-12.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,114 | $3,128-32.4% | $2,413-12.4% | $4,740-55.4% |
| Participant deferral / active EE | $3,659 | $4,693-22.0% | $3,985-8.2% | $6,400-42.8% |
| Admin fee / account holder | $17,744 | $9,126+94.4% | $6,832+159.7% | $11,426+55.3% |