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 | $186,729 | $142,344+31.2% | $119,609+56.1% | $134,475+38.9% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -16.26% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,973 | $5,222-4.8% | $4,232+17.5% | $4,740+4.9% |
| Participant deferral / active EE | $4,358 | $6,469-32.6% | $5,602-22.2% | $6,400-31.9% |
| Admin fee / account holder | $688 | $13,584-94.9% | $10,323-93.3% | $11,426-94.0% |