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 | $160,795 | $142,344+13.0% | $119,609+34.4% | $134,475+19.6% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.3%+1.7pp | 81.2%-0.3pp |
| Annual return | -18.07% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,126 | $5,222-59.3% | $4,232-49.8% | $4,740-55.1% |
| Participant deferral / active EE | $7,196 | $6,469+11.2% | $5,602+28.4% | $6,400+12.4% |
| Admin fee / account holder | $16,193 | $13,584+19.2% | $10,323+56.9% | $11,426+41.7% |