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 | $154,687 | $167,307-7.5% | $143,757+7.6% | $134,475+15.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -18.77% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,939 | $5,619-47.7% | $4,951-40.6% | $4,740-38.0% |
| Participant deferral / active EE | $6,754 | $6,446+4.8% | $5,637+19.8% | $6,400+5.5% |
| Admin fee / account holder | $3,589 | $18,088-80.2% | $14,673-75.5% | $11,426-68.6% |