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 | $125,652 | $142,344-11.7% | $119,609+5.1% | $134,475-6.6% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -16.04% | -12.44%-3.6pp | -14.97%-1.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,065 | $5,222+35.3% | $4,232+66.9% | $4,740+49.1% |
| Participant deferral / active EE | $3,991 | $6,469-38.3% | $5,602-28.8% | $6,400-37.6% |
| Admin fee / account holder | $37,991 | $13,584+179.7% | $10,323+268.0% | $11,426+232.5% |