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 5-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 | $143,813 | $167,307-14.0% | $143,7570% | $134,475+6.9% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -18.12% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,773 | $5,619-68.5% | $4,951-64.2% | $4,740-62.6% |
| Participant deferral / active EE | $5,380 | $6,446-16.5% | $5,637-4.6% | $6,400-15.9% |
| Admin fee / account holder | $2,120 | $18,088-88.3% | $14,673-85.6% | $11,426-81.4% |