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 | $150,871 | $142,344+6.0% | $119,609+26.1% | $134,475+12.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.52% | -12.44%+10.9pp | -14.97%+13.4pp | 417.96%-419.5pp |
| Employer contribution / active EE | $1,806 | $5,222-65.4% | $4,232-57.3% | $4,740-61.9% |
| Participant deferral / active EE | $3,069 | $6,469-52.6% | $5,602-45.2% | $6,400-52.0% |
| Admin fee / account holder | $7,441 | $13,584-45.2% | $10,323-27.9% | $11,426-34.9% |