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 | $169,513 | $167,484+1.2% | $151,611+11.8% | $134,475+26.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -17.44% | 7.80%-25.2pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $8,596 | $6,829+25.9% | $6,166+39.4% | $4,740+81.4% |
| Participant deferral / active EE | $9,198 | $8,986+2.4% | $8,363+10.0% | $6,400+43.7% |
| Admin fee / account holder | $13,639 | $13,783-1.0% | $11,616+17.4% | $11,426+19.4% |