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 | $101,058 | $105,860-4.5% | $90,749+11.4% | $134,475-24.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -16.53% | -11.01%-5.5pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,546 | $3,462-26.5% | $2,921-12.8% | $4,740-46.3% |
| Participant deferral / active EE | $4,540 | $5,216-13.0% | $4,564-0.5% | $6,400-29.1% |
| Admin fee / account holder | $11,022 | $13,938-20.9% | $8,445+30.5% | $11,426-3.5% |