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 8-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 | $164,181 | $142,344+15.3% | $119,609+37.3% | $134,475+22.1% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -14.41% | -12.44%-2.0pp | -14.97%+0.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,037 | $5,222-3.5% | $4,232+19.0% | $4,740+6.3% |
| Participant deferral / active EE | $7,092 | $6,469+9.6% | $5,602+26.6% | $6,400+10.8% |
| Admin fee / account holder | $33,072 | $13,584+143.5% | $10,323+220.4% | $11,426+189.4% |