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 | $147,340 | $167,307-11.9% | $143,757+2.5% | $134,475+9.6% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -16.63% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,706 | $5,619-51.8% | $4,951-45.3% | $4,740-42.9% |
| Participant deferral / active EE | $5,813 | $6,446-9.8% | $5,637+3.1% | $6,400-9.2% |
| Admin fee / account holder | $5,762 | $18,088-68.1% | $14,673-60.7% | $11,426-49.6% |