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 | $142,897 | $142,344+0.4% | $119,609+19.5% | $134,475+6.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.73% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,968 | $5,222-62.3% | $4,232-53.5% | $4,740-58.5% |
| Participant deferral / active EE | $6,667 | $6,469+3.1% | $5,602+19.0% | $6,400+4.2% |
| Admin fee / account holder | $11,942 | $13,584-12.1% | $10,323+15.7% | $11,426+4.5% |