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 | $146,555 | $142,344+3.0% | $119,609+22.5% | $134,475+9.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -19.14% | -12.44%-6.7pp | -14.97%-4.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,947 | $5,222-43.6% | $4,232-30.4% | $4,740-37.8% |
| Participant deferral / active EE | $9,112 | $6,469+40.9% | $5,602+62.7% | $6,400+42.4% |
| Admin fee / account holder | $10,869 | $13,584-20.0% | $10,323+5.3% | $11,426-4.9% |