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 | $160,893 | $211,958-24.1% | $169,463-5.1% | $135,375+18.8% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -8.33% | 3.26%-11.6pp | 1.83%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,469 | $5,120-51.8% | $4,159-40.6% | $4,779-48.3% |
| Participant deferral / active EE | $11,480 | $6,075+89.0% | $5,277+117.6% | $5,609+104.7% |
| Admin fee / account holder | $1,523 | $11,471-86.7% | $9,109-83.3% | $10,827-85.9% |