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 | $156,134 | $167,307-6.7% | $143,757+8.6% | $134,475+16.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -11.55% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,172 | $5,619-61.3% | $4,951-56.1% | $4,740-54.2% |
| Participant deferral / active EE | $5,798 | $6,446-10.1% | $5,637+2.9% | $6,400-9.4% |
| Admin fee / account holder | $51,386 | $18,088+184.1% | $14,673+250.2% | $11,426+349.7% |