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 | $133,285 | $142,344-6.4% | $119,609+11.4% | $134,475-0.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -2.51% | -12.44%+9.9pp | -14.97%+12.5pp | 417.96%-420.5pp |
| Employer contribution / active EE | $4,891 | $5,222-6.3% | $4,232+15.6% | $4,740+3.2% |
| Participant deferral / active EE | $8,741 | $6,469+35.1% | $5,602+56.0% | $6,400+36.6% |
| Admin fee / account holder | $37,227 | $13,584+174.1% | $10,323+260.6% | $11,426+225.8% |