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 | $134,712 | $142,344-5.4% | $119,609+12.6% | $134,475+0.2% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -17.60% | -12.44%-5.2pp | -14.97%-2.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,874 | $5,222-45.0% | $4,232-32.1% | $4,740-39.4% |
| Participant deferral / active EE | $7,513 | $6,469+16.1% | $5,602+34.1% | $6,400+17.4% |
| Admin fee / account holder | $7,978 | $13,584-41.3% | $10,323-22.7% | $11,426-30.2% |