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 | $139,571 | $167,307-16.6% | $143,757-2.9% | $134,475+3.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -17.09% | 0.46%-17.6pp | -0.04%-17.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,425 | $5,619-39.1% | $4,951-30.8% | $4,740-27.7% |
| Participant deferral / active EE | $3,324 | $6,446-48.4% | $5,637-41.0% | $6,400-48.1% |
| Admin fee / account holder | $1,607 | $18,088-91.1% | $14,673-89.0% | $11,426-85.9% |