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 | $166,959 | $167,484-0.3% | $151,611+10.1% | $134,475+24.2% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.5%+8.2pp | 81.2%+14.4pp |
| Annual return | -13.53% | 7.80%-21.3pp | 3.33%-16.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,966 | $6,829-56.6% | $6,166-51.9% | $4,740-37.4% |
| Participant deferral / active EE | $6,333 | $8,986-29.5% | $8,363-24.3% | $6,400-1.0% |
| Admin fee / account holder | $32,098 | $13,783+132.9% | $11,616+176.3% | $11,426+180.9% |