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 | $169,990 | $167,307+1.6% | $143,757+18.2% | $134,475+26.4% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.32% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,803 | $5,619-67.9% | $4,951-63.6% | $4,740-62.0% |
| Participant deferral / active EE | $3,257 | $6,446-49.5% | $5,637-42.2% | $6,400-49.1% |
| Admin fee / account holder | $9,181 | $18,088-49.2% | $14,673-37.4% | $11,426-19.7% |