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 6-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 | $162,958 | $167,307-2.6% | $143,757+13.4% | $134,475+21.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -15.78% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,459 | $5,619-74.0% | $4,951-70.5% | $4,740-69.2% |
| Participant deferral / active EE | $2,700 | $6,446-58.1% | $5,637-52.1% | $6,400-57.8% |
| Admin fee / account holder | $651 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |