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 | $159,828 | $167,307-4.5% | $143,757+11.2% | $134,475+18.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.76% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,582 | $5,619-0.7% | $4,951+12.8% | $4,740+17.8% |
| Participant deferral / active EE | $4,066 | $6,446-36.9% | $5,637-27.9% | $6,400-36.5% |
| Admin fee / account holder | $5,444 | $18,088-69.9% | $14,673-62.9% | $11,426-52.3% |