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 | $156,700 | $167,307-6.3% | $143,757+9.0% | $134,475+16.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -16.25% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $12,495 | $5,619+122.4% | $4,951+152.4% | $4,740+163.6% |
| Participant deferral / active EE | $4,091 | $6,446-36.5% | $5,637-27.4% | $6,400-36.1% |
| Admin fee / account holder | $13,073 | $18,088-27.7% | $14,673-10.9% | $11,426+14.4% |