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 | $142,956 | $167,307-14.6% | $143,757-0.6% | $134,475+6.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.68% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $18,042 | $5,619+221.1% | $4,951+264.4% | $4,740+280.7% |
| Participant deferral / active EE | $7,781 | $6,446+20.7% | $5,637+38.0% | $6,400+21.6% |
| Admin fee / account holder | $6,794 | $18,088-62.4% | $14,673-53.7% | $11,426-40.5% |