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 | $150,203 | $142,344+5.5% | $119,609+25.6% | $134,475+11.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -17.48% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,966 | $5,222-62.3% | $4,232-53.5% | $4,740-58.5% |
| Participant deferral / active EE | $6,880 | $6,469+6.3% | $5,602+22.8% | $6,400+7.5% |
| Admin fee / account holder | $387 | $13,584-97.2% | $10,323-96.3% | $11,426-96.6% |