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 | $188,018 | $167,307+12.4% | $143,757+30.8% | $134,475+39.8% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -15.58% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,922 | $5,619-12.4% | $4,951-0.6% | $4,740+3.9% |
| Participant deferral / active EE | $4,076 | $6,446-36.8% | $5,637-27.7% | $6,400-36.3% |
| Admin fee / account holder | $1,026 | $18,088-94.3% | $14,673-93.0% | $11,426-91.0% |