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 | $161,433 | $167,484-3.6% | $151,611+6.5% | $134,475+20.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -17.84% | 7.80%-25.6pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,561 | $6,829-33.2% | $6,166-26.0% | $4,740-3.8% |
| Participant deferral / active EE | $6,923 | $8,986-23.0% | $8,363-17.2% | $6,400+8.2% |
| Admin fee / account holder | $3,354 | $13,783-75.7% | $11,616-71.1% | $11,426-70.6% |