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 | $93,554 | $90,519+3.4% | $93,789-0.2% | $134,475-30.4% |
| Participation rate | 95.5% | 82.0%+13.5pp | 81.0%+14.5pp | 81.2%+14.2pp |
| Annual return | -15.03% | -15.72%+0.7pp | -11.33%-3.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $8,291 | $4,343+90.9% | $4,323+91.8% | $4,740+74.9% |
| Participant deferral / active EE | $3,336 | $5,978-44.2% | $6,094-45.3% | $6,400-47.9% |
| Admin fee / account holder | $2,096 | $9,252-77.3% | $7,195-70.9% | $11,426-81.7% |