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 | $170,960 | $167,307+2.2% | $143,757+18.9% | $134,475+27.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.85% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $8,406 | $5,619+49.6% | $4,951+69.8% | $4,740+77.4% |
| Participant deferral / active EE | $5,451 | $6,446-15.4% | $5,637-3.3% | $6,400-14.8% |
| Admin fee / account holder | $3,123 | $18,088-82.7% | $14,673-78.7% | $11,426-72.7% |