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 | $151,825 | $167,307-9.3% | $143,757+5.6% | $134,475+12.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.01% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,992 | $5,619-29.0% | $4,951-19.4% | $4,740-15.8% |
| Participant deferral / active EE | $9,117 | $6,446+41.4% | $5,637+61.7% | $6,400+42.5% |
| Admin fee / account holder | $6,924 | $18,088-61.7% | $14,673-52.8% | $11,426-39.4% |