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 | $145,582 | $142,344+2.3% | $119,609+21.7% | $134,475+8.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.93% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,939 | $5,222-62.9% | $4,232-54.2% | $4,740-59.1% |
| Participant deferral / active EE | $4,103 | $6,469-36.6% | $5,602-26.8% | $6,400-35.9% |
| Admin fee / account holder | $41,901 | $13,584+208.5% | $10,323+305.9% | $11,426+266.7% |