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 | $145,343 | $167,307-13.1% | $143,757+1.1% | $134,475+8.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.39% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,222 | $5,619-42.7% | $4,951-34.9% | $4,740-32.0% |
| Participant deferral / active EE | $5,268 | $6,446-18.3% | $5,637-6.6% | $6,400-17.7% |
| Admin fee / account holder | $460 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |