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 | $165,747 | $167,307-0.9% | $143,757+15.3% | $134,475+23.3% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.31% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $5,268 | $5,619-6.2% | $4,951+6.4% | $4,740+11.1% |
| Participant deferral / active EE | $12,183 | $6,446+89.0% | $5,637+116.1% | $6,400+90.4% |
| Admin fee / account holder | $2,038 | $18,088-88.7% | $14,673-86.1% | $11,426-82.2% |