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 | $105,325 | $167,307-37.0% | $143,757-26.7% | $134,475-21.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -18.05% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,736 | $5,619-69.1% | $4,951-64.9% | $4,740-63.4% |
| Participant deferral / active EE | $5,657 | $6,446-12.2% | $5,637+0.4% | $6,400-11.6% |
| Admin fee / account holder | $6,997 | $18,088-61.3% | $14,673-52.3% | $11,426-38.8% |