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 | $165,646 | $167,484-1.1% | $151,611+9.3% | $134,475+23.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -17.14% | 7.80%-24.9pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,601 | $6,829-76.6% | $6,166-74.0% | $4,740-66.2% |
| Participant deferral / active EE | $12,238 | $8,986+36.2% | $8,363+46.3% | $6,400+91.2% |
| Admin fee / account holder | $525 | $13,783-96.2% | $11,616-95.5% | $11,426-95.4% |