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 | $175,368 | $147,167+19.2% | $111,392+57.4% | $135,375+29.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 78.9%-7.4pp | 82.6%-11.2pp |
| Annual return | -6.27% | -4.44%-1.8pp | -2.06%-4.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,785 | $5,204-65.7% | $4,328-58.8% | $4,779-62.6% |
| Participant deferral / active EE | $3,312 | $6,565-49.6% | $5,567-40.5% | $5,609-41.0% |
| Admin fee / account holder | $3,442 | $20,270-83.0% | $12,266-71.9% | $10,827-68.2% |