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 | $179,896 | $167,307+7.5% | $143,757+25.1% | $134,475+33.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -6.66% | 0.46%-7.1pp | -0.04%-6.6pp | 417.96%-424.6pp |
| Employer contribution / active EE | $3,416 | $5,619-39.2% | $4,951-31.0% | $4,740-27.9% |
| Participant deferral / active EE | $6,603 | $6,446+2.4% | $5,637+17.1% | $6,400+3.2% |
| Admin fee / account holder | $103,888 | $18,088+474.3% | $14,673+608.0% | $11,426+809.2% |