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 | $148,114 | $167,307-11.5% | $143,757+3.0% | $134,475+10.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.92% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,277 | $5,619-77.3% | $4,951-74.2% | $4,740-73.1% |
| Participant deferral / active EE | $14,345 | $6,446+122.6% | $5,637+154.5% | $6,400+124.2% |
| Admin fee / account holder | $821 | $18,088-95.5% | $14,673-94.4% | $11,426-92.8% |