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 | $155,493 | $142,344+9.2% | $119,609+30.0% | $134,475+15.6% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -18.56% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,992 | $5,222-42.7% | $4,232-29.3% | $4,740-36.9% |
| Participant deferral / active EE | $7,518 | $6,469+16.2% | $5,602+34.2% | $6,400+17.5% |
| Admin fee / account holder | $58,978 | $13,584+334.2% | $10,323+471.3% | $11,426+416.2% |