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 | $156,581 | $142,344+10.0% | $119,609+30.9% | $134,475+16.4% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -11.67% | -12.44%+0.8pp | -14.97%+3.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $4,667 | $5,222-10.6% | $4,232+10.3% | $4,740-1.5% |
| Participant deferral / active EE | $9,396 | $6,469+45.2% | $5,602+67.7% | $6,400+46.8% |
| Admin fee / account holder | $1,649 | $13,584-87.9% | $10,323-84.0% | $11,426-85.6% |