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 | $150,079 | $211,958-29.2% | $169,463-11.4% | $135,375+10.9% |
| Participation rate | 73.3% | 82.6%-9.3pp | 77.8%-4.4pp | 82.6%-9.3pp |
| Annual return | -6.92% | 3.26%-10.2pp | 1.83%-8.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $909 | $5,120-82.2% | $4,159-78.1% | $4,779-81.0% |
| Participant deferral / active EE | $6,858 | $6,075+12.9% | $5,277+30.0% | $5,609+22.3% |
| Admin fee / account holder | $1,212 | $11,471-89.4% | $9,109-86.7% | $10,827-88.8% |