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 | $179,241 | $167,307+7.1% | $143,757+24.7% | $134,475+33.3% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -17.69% | 0.46%-18.2pp | -0.04%-17.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,019 | $5,619-28.5% | $4,951-18.8% | $4,740-15.2% |
| Participant deferral / active EE | $10,646 | $6,446+65.2% | $5,637+88.9% | $6,400+66.3% |
| Admin fee / account holder | $6,972 | $18,088-61.5% | $14,673-52.5% | $11,426-39.0% |