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 | $187,907 | $167,484+12.2% | $151,611+23.9% | $134,475+39.7% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.5%+3.0pp | 81.2%+9.3pp |
| Annual return | -18.74% | 7.80%-26.5pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,632 | $6,829-61.5% | $6,166-57.3% | $4,740-44.5% |
| Participant deferral / active EE | $6,307 | $8,986-29.8% | $8,363-24.6% | $6,400-1.4% |
| Admin fee / account holder | $6,772 | $13,783-50.9% | $11,616-41.7% | $11,426-40.7% |