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 | $149,971 | $167,484-10.5% | $151,611-1.1% | $134,475+11.5% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -9.90% | 7.80%-17.7pp | 3.33%-13.2pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,092 | $6,829-54.7% | $6,166-49.9% | $4,740-34.8% |
| Participant deferral / active EE | $5,019 | $8,986-44.2% | $8,363-40.0% | $6,400-21.6% |
| Admin fee / account holder | $6,544 | $13,783-52.5% | $11,616-43.7% | $11,426-42.7% |