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 | $104,640 | $167,307-37.5% | $143,757-27.2% | $134,475-22.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.56% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,894 | $5,619+4.9% | $4,951+19.0% | $4,740+24.4% |
| Participant deferral / active EE | $5,342 | $6,446-17.1% | $5,637-5.2% | $6,400-16.5% |
| Admin fee / account holder | $597 | $18,088-96.7% | $14,673-95.9% | $11,426-94.8% |