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 | $158,598 | $142,344+11.4% | $119,609+32.6% | $134,475+17.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -17.19% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,092 | $5,222-59.9% | $4,232-50.6% | $4,740-55.9% |
| Participant deferral / active EE | $7,785 | $6,469+20.3% | $5,602+39.0% | $6,400+21.6% |
| Admin fee / account holder | $39,412 | $13,584+190.1% | $10,323+281.8% | $11,426+244.9% |