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 | $129,488 | $158,817-18.5% | $121,196+6.8% | $135,375-4.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.7%-0.3pp | 82.6%-11.2pp |
| Annual return | -8.55% | -0.64%-7.9pp | 16.93%-25.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,334 | $5,665-41.1% | $4,022-17.1% | $4,779-30.2% |
| Participant deferral / active EE | $5,862 | $4,005+46.4% | $3,344+75.3% | $5,609+4.5% |
| Admin fee / account holder | $13,247 | $6,512+103.4% | $5,019+163.9% | $10,827+22.3% |