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 | $124,972 | $127,386-1.9% | $115,037+8.6% | $125,391-0.3% |
| Participation rate | 73.7% | 84.2%-10.5pp | 81.4%-7.7pp | 83.2%-9.5pp |
| Annual return | -1.73% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,440 | $5,166-52.8% | $4,608-47.1% | $4,866-49.9% |
| Participant deferral / active EE | $7,909 | $6,423+23.1% | $6,026+31.2% | $5,352+47.8% |
| Admin fee / account holder | $15,394 | $9,516+61.8% | $8,175+88.3% | $9,540+61.4% |