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 | $155,982 | $167,484-6.9% | $151,611+2.9% | $134,475+16.0% |
| Participation rate | 72.2% | 88.4%-16.2pp | 87.5%-15.3pp | 81.2%-9.0pp |
| Annual return | -17.56% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,976 | $6,829-71.1% | $6,166-67.9% | $4,740-58.3% |
| Participant deferral / active EE | $8,221 | $8,986-8.5% | $8,363-1.7% | $6,400+28.5% |
| Admin fee / account holder | $3,453 | $13,783-74.9% | $11,616-70.3% | $11,426-69.8% |