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 | $151,939 | $167,307-9.2% | $143,757+5.7% | $134,475+13.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.23% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,826 | $5,619-67.5% | $4,951-63.1% | $4,740-61.5% |
| Participant deferral / active EE | $7,452 | $6,446+15.6% | $5,637+32.2% | $6,400+16.4% |
| Admin fee / account holder | $492 | $18,088-97.3% | $14,673-96.6% | $11,426-95.7% |