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 | $145,311 | $73,867+96.7% | $143,757+1.1% | $68,494+112.2% |
| Participation rate | 83.6% | 66.7%+17.0pp | 80.3%+3.3pp | 67.9%+15.7pp |
| Annual return | -14.91% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,033 | $3,184-36.2% | $4,951-58.9% | $2,596-21.7% |
| Participant deferral / active EE | $5,755 | $3,384+70.0% | $5,637+2.1% | $4,027+42.9% |
| Admin fee / account holder | $34,653 | $5,755+502.2% | $14,673+136.2% | $5,403+541.4% |