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 | $91,094 | $142,344-36.0% | $119,609-23.8% | $134,475-32.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -14.18% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,423 | $5,222-15.3% | $4,232+4.5% | $4,740-6.7% |
| Participant deferral / active EE | $10,018 | $6,469+54.8% | $5,602+78.8% | $6,400+56.5% |
| Admin fee / account holder | $2,856 | $13,584-79.0% | $10,323-72.3% | $11,426-75.0% |