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 | $180,746 | $142,344+27.0% | $119,609+51.1% | $134,475+34.4% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -15.37% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,499 | $5,222-52.1% | $4,232-40.9% | $4,740-47.3% |
| Participant deferral / active EE | $8,013 | $6,469+23.9% | $5,602+43.0% | $6,400+25.2% |
| Admin fee / account holder | $18,289 | $13,584+34.6% | $10,323+77.2% | $11,426+60.1% |