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 | $160,722 | $175,600-8.5% | $129,110+24.5% | $134,475+19.5% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.3%+4.6pp | 81.2%+0.6pp |
| Annual return | -18.15% | -11.39%-6.8pp | -10.94%-7.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,202 | $6,355+13.3% | $5,052+42.6% | $4,740+52.0% |
| Participant deferral / active EE | $10,329 | $7,975+29.5% | $6,542+57.9% | $6,400+61.4% |
| Admin fee / account holder | $3,949 | $23,567-83.2% | $14,302-72.4% | $11,426-65.4% |