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 | $166,435 | $167,307-0.5% | $143,757+15.8% | $134,475+23.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.90% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,450 | $5,619-74.2% | $4,951-70.7% | $4,740-69.4% |
| Participant deferral / active EE | $8,995 | $6,446+39.5% | $5,637+59.6% | $6,400+40.5% |
| Admin fee / account holder | $803 | $18,088-95.6% | $14,673-94.5% | $11,426-93.0% |