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 | $136,226 | $142,344-4.3% | $119,609+13.9% | $134,475+1.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -18.07% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,316 | $5,222-36.5% | $4,232-21.6% | $4,740-30.0% |
| Participant deferral / active EE | $10,740 | $6,469+66.0% | $5,602+91.7% | $6,400+67.8% |
| Admin fee / account holder | $5,999 | $13,584-55.8% | $10,323-41.9% | $11,426-47.5% |