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 | $175,370 | $167,307+4.8% | $143,757+22.0% | $134,475+30.4% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -5.41% | 0.46%-5.9pp | -0.04%-5.4pp | 417.96%-423.4pp |
| Employer contribution / active EE | $13,613 | $5,619+142.3% | $4,951+174.9% | $4,740+187.2% |
| Participant deferral / active EE | $3,090 | $6,446-52.1% | $5,637-45.2% | $6,400-51.7% |
| Admin fee / account holder | $1,702 | $18,088-90.6% | $14,673-88.4% | $11,426-85.1% |