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 | $144,339 | $167,307-13.7% | $143,757+0.4% | $134,475+7.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -19.95% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,185 | $5,619-61.1% | $4,951-55.9% | $4,740-53.9% |
| Participant deferral / active EE | $5,822 | $6,446-9.7% | $5,637+3.3% | $6,400-9.0% |
| Admin fee / account holder | $2,254 | $18,088-87.5% | $14,673-84.6% | $11,426-80.3% |