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 | $130,767 | $142,344-8.1% | $119,609+9.3% | $134,475-2.8% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -7.51% | -12.44%+4.9pp | -14.97%+7.5pp | 417.96%-425.5pp |
| Employer contribution / active EE | $2,800 | $5,222-46.4% | $4,232-33.8% | $4,740-40.9% |
| Participant deferral / active EE | $2,829 | $6,469-56.3% | $5,602-49.5% | $6,400-55.8% |
| Admin fee / account holder | $28,720 | $13,584+111.4% | $10,323+178.2% | $11,426+151.4% |