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 | $163,639 | $211,958-22.8% | $169,463-3.4% | $135,375+20.9% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -8.90% | 3.26%-12.2pp | 1.83%-10.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,691 | $5,120-47.4% | $4,159-35.3% | $4,779-43.7% |
| Participant deferral / active EE | $14,650 | $6,075+141.2% | $5,277+177.6% | $5,609+161.2% |
| Admin fee / account holder | $1,348 | $11,471-88.2% | $9,109-85.2% | $10,827-87.5% |