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 | $149,271 | $167,307-10.8% | $143,757+3.8% | $134,475+11.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -9.64% | 0.46%-10.1pp | -0.04%-9.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,253 | $5,619-77.7% | $4,951-74.7% | $4,740-73.6% |
| Participant deferral / active EE | $5,380 | $6,446-16.5% | $5,637-4.6% | $6,400-15.9% |
| Admin fee / account holder | $28,354 | $18,088+56.8% | $14,673+93.2% | $11,426+148.2% |