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 | $181,722 | $142,344+27.7% | $119,609+51.9% | $134,475+35.1% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -20.05% | -12.44%-7.6pp | -14.97%-5.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,319 | $5,222-17.3% | $4,232+2.1% | $4,740-8.9% |
| Participant deferral / active EE | $6,032 | $6,469-6.8% | $5,602+7.7% | $6,400-5.7% |
| Admin fee / account holder | $992 | $13,584-92.7% | $10,323-90.4% | $11,426-91.3% |