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 | $157,937 | $167,307-5.6% | $143,757+9.9% | $134,475+17.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -14.98% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,214 | $5,619-42.8% | $4,951-35.1% | $4,740-32.2% |
| Participant deferral / active EE | $7,865 | $6,446+22.0% | $5,637+39.5% | $6,400+22.9% |
| Admin fee / account holder | $1,898 | $18,088-89.5% | $14,673-87.1% | $11,426-83.4% |