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 | $146,617 | $105,860+38.5% | $90,749+61.6% | $134,475+9.0% |
| Participation rate | 73.7% | 78.2%-4.6pp | 75.7%-2.0pp | 81.2%-7.5pp |
| Annual return | -17.31% | -11.01%-6.3pp | -12.16%-5.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,038 | $3,462-12.3% | $2,921+4.0% | $4,740-35.9% |
| Participant deferral / active EE | $8,172 | $5,216+56.7% | $4,564+79.0% | $6,400+27.7% |
| Admin fee / account holder | $947 | $13,938-93.2% | $8,445-88.8% | $11,426-91.7% |