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 | $150,463 | $167,307-10.1% | $143,757+4.7% | $134,475+11.9% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -15.67% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,670 | $5,619-70.3% | $4,951-66.3% | $4,740-64.8% |
| Participant deferral / active EE | $3,695 | $6,446-42.7% | $5,637-34.4% | $6,400-42.3% |
| Admin fee / account holder | $1,319 | $18,088-92.7% | $14,673-91.0% | $11,426-88.5% |