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 6-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 | $143,797 | $167,307-14.1% | $143,7570% | $134,475+6.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.57% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,258 | $5,619-59.8% | $4,951-54.4% | $4,740-52.4% |
| Participant deferral / active EE | $4,877 | $6,446-24.3% | $5,637-13.5% | $6,400-23.8% |
| Admin fee / account holder | $15,860 | $18,088-12.3% | $14,673+8.1% | $11,426+38.8% |