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 | $173,663 | $167,307+3.8% | $143,757+20.8% | $134,475+29.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -12.97% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,586 | $5,619-54.0% | $4,951-47.8% | $4,740-45.4% |
| Participant deferral / active EE | $8,992 | $6,446+39.5% | $5,637+59.5% | $6,400+40.5% |
| Admin fee / account holder | $10,550 | $18,088-41.7% | $14,673-28.1% | $11,426-7.7% |