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 | $151,753 | $167,307-9.3% | $143,757+5.6% | $134,475+12.8% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -17.23% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,832 | $5,619-14.0% | $4,951-2.4% | $4,740+1.9% |
| Participant deferral / active EE | $5,246 | $6,446-18.6% | $5,637-6.9% | $6,400-18.0% |
| Admin fee / account holder | $31,093 | $18,088+71.9% | $14,673+111.9% | $11,426+172.1% |