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 | $123,079 | $142,344-13.5% | $119,609+2.9% | $134,475-8.5% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -13.69% | -12.44%-1.3pp | -14.97%+1.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,548 | $5,222-12.9% | $4,232+7.5% | $4,740-4.0% |
| Participant deferral / active EE | $2,972 | $6,469-54.1% | $5,602-46.9% | $6,400-53.6% |
| Admin fee / account holder | $37,709 | $13,584+177.6% | $10,323+265.3% | $11,426+230.0% |