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 | $157,163 | $167,484-6.2% | $151,611+3.7% | $134,475+16.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -19.96% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,899 | $6,829-42.9% | $6,166-36.8% | $4,740-17.7% |
| Participant deferral / active EE | $11,207 | $8,986+24.7% | $8,363+34.0% | $6,400+75.1% |
| Admin fee / account holder | $3,423 | $13,783-75.2% | $11,616-70.5% | $11,426-70.0% |