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 | $168,920 | $167,307+1.0% | $143,757+17.5% | $134,475+25.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -16.11% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,780 | $5,619+2.9% | $4,951+16.8% | $4,740+22.0% |
| Participant deferral / active EE | $10,119 | $6,446+57.0% | $5,637+79.5% | $6,400+58.1% |
| Admin fee / account holder | $548 | $18,088-97.0% | $14,673-96.3% | $11,426-95.2% |