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 | $139,258 | $142,344-2.2% | $119,609+16.4% | $134,475+3.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.18% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,068 | $5,222-60.4% | $4,232-51.1% | $4,740-56.4% |
| Participant deferral / active EE | $11,308 | $6,469+74.8% | $5,602+101.8% | $6,400+76.7% |
| Admin fee / account holder | $9,035 | $13,584-33.5% | $10,323-12.5% | $11,426-20.9% |