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 | $125,830 | $142,344-11.6% | $119,609+5.2% | $134,475-6.4% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -12.44% | -12.44%0pp | -14.97%+2.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,672 | $5,222-29.7% | $4,232-13.2% | $4,740-22.5% |
| Participant deferral / active EE | $11,006 | $6,469+70.1% | $5,602+96.5% | $6,400+72.0% |
| Admin fee / account holder | $3,419 | $13,584-74.8% | $10,323-66.9% | $11,426-70.1% |