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 | $147,771 | $167,307-11.7% | $143,757+2.8% | $134,475+9.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.46% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,517 | $5,619-55.2% | $4,951-49.2% | $4,740-46.9% |
| Participant deferral / active EE | $3,836 | $6,446-40.5% | $5,637-32.0% | $6,400-40.1% |
| Admin fee / account holder | $3,934 | $18,088-78.3% | $14,673-73.2% | $11,426-65.6% |