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 | $173,754 | $105,860+64.1% | $90,749+91.5% | $134,475+29.2% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -16.04% | -11.01%-5.0pp | -12.16%-3.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,437 | $3,462-29.6% | $2,921-16.6% | $4,740-48.6% |
| Participant deferral / active EE | $5,241 | $5,216+0.5% | $4,564+14.8% | $6,400-18.1% |
| Admin fee / account holder | $4,255 | $13,938-69.5% | $8,445-49.6% | $11,426-62.8% |