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 | $176,390 | $167,307+5.4% | $143,757+22.7% | $134,475+31.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.67% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,837 | $5,619-49.5% | $4,951-42.7% | $4,740-40.1% |
| Participant deferral / active EE | $4,419 | $6,446-31.4% | $5,637-21.6% | $6,400-30.9% |
| Admin fee / account holder | $15,264 | $18,088-15.6% | $14,673+4.0% | $11,426+33.6% |