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 | $112,946 | $142,344-20.7% | $119,609-5.6% | $134,475-16.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -15.45% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,501 | $5,222-52.1% | $4,232-40.9% | $4,740-47.2% |
| Participant deferral / active EE | $11,031 | $6,469+70.5% | $5,602+96.9% | $6,400+72.4% |
| Admin fee / account holder | $31,645 | $13,584+133.0% | $10,323+206.5% | $11,426+177.0% |