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 | $117,732 | $142,344-17.3% | $119,609-1.6% | $134,475-12.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -18.56% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,330 | $5,222-55.4% | $4,232-44.9% | $4,740-50.8% |
| Participant deferral / active EE | $5,766 | $6,469-10.9% | $5,602+2.9% | $6,400-9.9% |
| Admin fee / account holder | $9,243 | $13,584-32.0% | $10,323-10.5% | $11,426-19.1% |