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 | $55,553 | $95,862-42.0% | $79,550-30.2% | $134,475-58.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -18.28% | -2.69%-15.6pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,464 | $3,128+10.7% | $2,413+43.5% | $4,740-26.9% |
| Participant deferral / active EE | $5,218 | $4,693+11.2% | $3,985+30.9% | $6,400-18.5% |
| Admin fee / account holder | $586 | $9,126-93.6% | $6,832-91.4% | $11,426-94.9% |