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 | $103,720 | $129,942-20.2% | $104,294-0.6% | $134,475-22.9% |
| Participation rate | 89.5% | 79.5%+10.0pp | 73.3%+16.2pp | 81.2%+8.3pp |
| Annual return | -13.64% | 42.03%-55.7pp | 24.61%-38.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $4,120 | $4,184-1.5% | $3,372+22.2% | $4,740-13.1% |
| Participant deferral / active EE | $6,412 | $5,588+14.8% | $4,625+38.6% | $6,400+0.2% |
| Admin fee / account holder | $1,092 | $9,323-88.3% | $7,339-85.1% | $11,426-90.4% |