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 | $173,982 | $167,307+4.0% | $143,757+21.0% | $134,475+29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.06% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,573 | $5,619-54.2% | $4,951-48.0% | $4,740-45.7% |
| Participant deferral / active EE | $11,318 | $6,446+75.6% | $5,637+100.8% | $6,400+76.8% |
| Admin fee / account holder | $6,783 | $18,088-62.5% | $14,673-53.8% | $11,426-40.6% |