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 | $165,942 | $167,484-0.9% | $151,611+9.5% | $134,475+23.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -10.09% | 7.80%-17.9pp | 3.33%-13.4pp | 417.96%-428.1pp |
| Employer contribution / active EE | $7,287 | $6,829+6.7% | $6,166+18.2% | $4,740+53.8% |
| Participant deferral / active EE | $4,603 | $8,986-48.8% | $8,363-45.0% | $6,400-28.1% |
| Admin fee / account holder | $14,407 | $13,783+4.5% | $11,616+24.0% | $11,426+26.1% |