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 | $130,263 | $167,307-22.1% | $143,757-9.4% | $134,475-3.1% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.22% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,479 | $5,619-38.1% | $4,951-29.7% | $4,740-26.6% |
| Participant deferral / active EE | $8,921 | $6,446+38.4% | $5,637+58.3% | $6,400+39.4% |
| Admin fee / account holder | $81,227 | $18,088+349.1% | $14,673+453.6% | $11,426+610.9% |