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 | $163,048 | $90,519+80.1% | $93,789+73.8% | $134,475+21.2% |
| Participation rate | 73.9% | 82.0%-8.0pp | 81.0%-7.0pp | 81.2%-7.3pp |
| Annual return | -14.89% | -15.72%+0.8pp | -11.33%-3.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,917 | $4,343-55.9% | $4,323-55.7% | $4,740-59.6% |
| Participant deferral / active EE | $4,871 | $5,978-18.5% | $6,094-20.1% | $6,400-23.9% |
| Admin fee / account holder | $6,257 | $9,252-32.4% | $7,195-13.0% | $11,426-45.2% |