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 | $132,401 | $167,307-20.9% | $143,757-7.9% | $134,475-1.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -17.26% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,854 | $5,619-49.2% | $4,951-42.3% | $4,740-39.8% |
| Participant deferral / active EE | $5,751 | $6,446-10.8% | $5,637+2.0% | $6,400-10.1% |
| Admin fee / account holder | $845 | $18,088-95.3% | $14,673-94.2% | $11,426-92.6% |