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 | $172,323 | $167,307+3.0% | $143,757+19.9% | $134,475+28.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -14.86% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,107 | $5,619-62.5% | $4,951-57.4% | $4,740-55.5% |
| Participant deferral / active EE | $4,508 | $6,446-30.1% | $5,637-20.0% | $6,400-29.6% |
| Admin fee / account holder | $40,806 | $18,088+125.6% | $14,673+178.1% | $11,426+257.1% |