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 | $128,882 | $167,307-23.0% | $143,757-10.3% | $134,475-4.2% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -19.97% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $5,794 | $5,619+3.1% | $4,951+17.0% | $4,740+22.3% |
| Participant deferral / active EE | $6,722 | $6,446+4.3% | $5,637+19.2% | $6,400+5.0% |
| Admin fee / account holder | $86,805 | $18,088+379.9% | $14,673+491.6% | $11,426+659.7% |