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 | $156,910 | $167,307-6.2% | $143,757+9.1% | $134,475+16.7% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -14.02% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $5,252 | $5,619-6.5% | $4,951+6.1% | $4,740+10.8% |
| Participant deferral / active EE | $5,336 | $6,446-17.2% | $5,637-5.3% | $6,400-16.6% |
| Admin fee / account holder | $15,503 | $18,088-14.3% | $14,673+5.7% | $11,426+35.7% |