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 | $175,478 | $211,958-17.2% | $169,463+3.5% | $135,375+29.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -3.96% | 3.26%-7.2pp | 1.83%-5.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,041 | $5,120-79.7% | $4,159-75.0% | $4,779-78.2% |
| Participant deferral / active EE | $6,477 | $6,075+6.6% | $5,277+22.7% | $5,609+15.5% |
| Admin fee / account holder | $14,503 | $11,471+26.4% | $9,109+59.2% | $10,827+33.9% |