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 | $155,833 | $113,935+36.8% | $94,224+65.4% | $125,391+24.3% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -2.07% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,602 | $4,727-66.1% | $3,587-55.3% | $4,866-67.1% |
| Participant deferral / active EE | $5,544 | $5,179+7.0% | $4,320+28.3% | $5,352+3.6% |
| Admin fee / account holder | $1,557 | $8,391-81.4% | $6,269-75.2% | $9,540-83.7% |