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 | $168,297 | $167,307+0.6% | $143,757+17.1% | $134,475+25.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.56% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $24,576 | $5,619+337.4% | $4,951+396.4% | $4,740+418.5% |
| Participant deferral / active EE | $12,610 | $6,446+95.6% | $5,637+123.7% | $6,400+97.0% |
| Admin fee / account holder | $9,234 | $18,088-49.0% | $14,673-37.1% | $11,426-19.2% |