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 | $137,842 | $167,307-17.6% | $143,757-4.1% | $134,475+2.5% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -10.86% | 0.46%-11.3pp | -0.04%-10.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,799 | $5,619-68.0% | $4,951-63.7% | $4,740-62.0% |
| Participant deferral / active EE | $6,291 | $6,446-2.4% | $5,637+11.6% | $6,400-1.7% |
| Admin fee / account holder | $46,212 | $18,088+155.5% | $14,673+214.9% | $11,426+304.4% |