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 | $153,815 | $167,484-8.2% | $151,611+1.5% | $134,475+14.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -17.27% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $9,043 | $6,829+32.4% | $6,166+46.7% | $4,740+90.8% |
| Participant deferral / active EE | $7,344 | $8,986-18.3% | $8,363-12.2% | $6,400+14.7% |
| Admin fee / account holder | $676 | $13,783-95.1% | $11,616-94.2% | $11,426-94.1% |