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 | $161,292 | $142,344+13.3% | $119,609+34.9% | $134,475+19.9% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -16.13% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,953 | $5,222-43.5% | $4,232-30.2% | $4,740-37.7% |
| Participant deferral / active EE | $6,807 | $6,469+5.2% | $5,602+21.5% | $6,400+6.4% |
| Admin fee / account holder | $9,664 | $13,584-28.9% | $10,323-6.4% | $11,426-15.4% |