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 | $155,151 | $167,484-7.4% | $151,611+2.3% | $134,475+15.4% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -17.05% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,314 | $6,829-66.1% | $6,166-62.5% | $4,740-51.2% |
| Participant deferral / active EE | $3,405 | $8,986-62.1% | $8,363-59.3% | $6,400-46.8% |
| Admin fee / account holder | $13,832 | $13,783+0.4% | $11,616+19.1% | $11,426+21.1% |