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 | $168,659 | $142,344+18.5% | $119,609+41.0% | $134,475+25.4% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -19.79% | -12.44%-7.4pp | -14.97%-4.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,364 | $5,222-35.6% | $4,232-20.5% | $4,740-29.0% |
| Participant deferral / active EE | $7,350 | $6,469+13.6% | $5,602+31.2% | $6,400+14.8% |
| Admin fee / account holder | $1,577 | $13,584-88.4% | $10,323-84.7% | $11,426-86.2% |