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 | $167,997 | $142,344+18.0% | $119,609+40.5% | $134,475+24.9% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -18.76% | -12.44%-6.3pp | -14.97%-3.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,536 | $5,222-70.6% | $4,232-63.7% | $4,740-67.6% |
| Participant deferral / active EE | $4,379 | $6,469-32.3% | $5,602-21.8% | $6,400-31.6% |
| Admin fee / account holder | $7,343 | $13,584-45.9% | $10,323-28.9% | $11,426-35.7% |