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 | $188,107 | $167,307+12.4% | $143,757+30.9% | $134,475+39.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -7.05% | 0.46%-7.5pp | -0.04%-7.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $3,298 | $5,619-41.3% | $4,951-33.4% | $4,740-30.4% |
| Participant deferral / active EE | $7,750 | $6,446+20.2% | $5,637+37.5% | $6,400+21.1% |
| Admin fee / account holder | $15,601 | $18,088-13.8% | $14,673+6.3% | $11,426+36.5% |