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 | $128,326 | $167,307-23.3% | $143,757-10.7% | $134,475-4.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -16.64% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,371 | $5,619-57.8% | $4,951-52.1% | $4,740-50.0% |
| Participant deferral / active EE | $6,412 | $6,446-0.5% | $5,637+13.7% | $6,400+0.2% |
| Admin fee / account holder | $7,948 | $18,088-56.1% | $14,673-45.8% | $11,426-30.4% |