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 | $146,232 | $211,958-31.0% | $169,463-13.7% | $135,375+8.0% |
| Participation rate | 76.9% | 82.6%-5.7pp | 77.8%-0.9pp | 82.6%-5.7pp |
| Annual return | -7.80% | 3.26%-11.1pp | 1.83%-9.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,531 | $5,120-50.6% | $4,159-39.1% | $4,779-47.0% |
| Participant deferral / active EE | $8,096 | $6,075+33.3% | $5,277+53.4% | $5,609+44.3% |
| Admin fee / account holder | $491 | $11,471-95.7% | $9,109-94.6% | $10,827-95.5% |