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 | $149,374 | $167,307-10.7% | $143,757+3.9% | $134,475+11.1% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -13.88% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,689 | $5,619-52.1% | $4,951-45.7% | $4,740-43.3% |
| Participant deferral / active EE | $6,613 | $6,446+2.6% | $5,637+17.3% | $6,400+3.3% |
| Admin fee / account holder | $19,478 | $18,088+7.7% | $14,673+32.8% | $11,426+70.5% |