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 | $127,910 | $142,344-10.1% | $119,609+6.9% | $134,475-4.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.78% | -12.44%-6.3pp | -14.97%-3.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,155 | $5,222-58.7% | $4,232-49.1% | $4,740-54.5% |
| Participant deferral / active EE | $7,927 | $6,469+22.5% | $5,602+41.5% | $6,400+23.9% |
| Admin fee / account holder | $361 | $13,584-97.3% | $10,323-96.5% | $11,426-96.8% |