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 | $154,525 | $167,307-7.6% | $143,757+7.5% | $134,475+14.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.24% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,434 | $5,619-56.7% | $4,951-50.8% | $4,740-48.6% |
| Participant deferral / active EE | $3,595 | $6,446-44.2% | $5,637-36.2% | $6,400-43.8% |
| Admin fee / account holder | $46,000 | $18,088+154.3% | $14,673+213.5% | $11,426+302.6% |