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 | $109,402 | $142,344-23.1% | $119,609-8.5% | $134,475-18.6% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -17.22% | -12.44%-4.8pp | -14.97%-2.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,231 | $5,222-19.0% | $4,2320% | $4,740-10.7% |
| Participant deferral / active EE | $9,164 | $6,469+41.7% | $5,602+63.6% | $6,400+43.2% |
| Admin fee / account holder | $3,150 | $13,584-76.8% | $10,323-69.5% | $11,426-72.4% |