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 | $169,038 | $142,344+18.8% | $119,609+41.3% | $134,475+25.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -18.80% | -12.44%-6.4pp | -14.97%-3.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,651 | $5,222-49.2% | $4,232-37.4% | $4,740-44.1% |
| Participant deferral / active EE | $5,713 | $6,469-11.7% | $5,602+2.0% | $6,400-10.7% |
| Admin fee / account holder | $8,595 | $13,584-36.7% | $10,323-16.7% | $11,426-24.8% |