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 | $163,149 | $167,484-2.6% | $151,611+7.6% | $134,475+21.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.64% | 7.80%-26.4pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $7,638 | $6,829+11.8% | $6,166+23.9% | $4,740+61.2% |
| Participant deferral / active EE | $14,948 | $8,986+66.4% | $8,363+78.7% | $6,400+133.6% |
| Admin fee / account holder | $9,204 | $13,783-33.2% | $11,616-20.8% | $11,426-19.4% |