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 | $128,292 | $167,307-23.3% | $143,757-10.8% | $134,475-4.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -17.61% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $8,422 | $5,619+49.9% | $4,951+70.1% | $4,740+77.7% |
| Participant deferral / active EE | $5,426 | $6,446-15.8% | $5,637-3.7% | $6,400-15.2% |
| Admin fee / account holder | $1,345 | $18,088-92.6% | $14,673-90.8% | $11,426-88.2% |