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 | $159,478 | $167,307-4.7% | $143,757+10.9% | $134,475+18.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.69% | 0.46%-18.2pp | -0.04%-17.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,639 | $5,619-70.8% | $4,951-66.9% | $4,740-65.4% |
| Participant deferral / active EE | $8,375 | $6,446+29.9% | $5,637+48.6% | $6,400+30.9% |
| Admin fee / account holder | $838 | $18,088-95.4% | $14,673-94.3% | $11,426-92.7% |