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 | $178,920 | $142,344+25.7% | $119,609+49.6% | $134,475+33.1% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -19.82% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,541 | $5,222-51.3% | $4,232-40.0% | $4,740-46.4% |
| Participant deferral / active EE | $7,857 | $6,469+21.5% | $5,602+40.3% | $6,400+22.8% |
| Admin fee / account holder | $1,188 | $13,584-91.3% | $10,323-88.5% | $11,426-89.6% |