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 | $135,481 | $211,958-36.1% | $169,463-20.1% | $135,375+0.1% |
| Participation rate | 78.6% | 82.6%-4.1pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -6.21% | 3.26%-9.5pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,102 | $5,120-19.9% | $4,159-1.4% | $4,779-14.2% |
| Participant deferral / active EE | $8,811 | $6,075+45.0% | $5,277+67.0% | $5,609+57.1% |
| Admin fee / account holder | $1,163 | $11,471-89.9% | $9,109-87.2% | $10,827-89.3% |