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 | $159,704 | $110,094+45.1% | $151,611+5.3% | $68,494+133.2% |
| Participation rate | 86.8% | 84.0%+2.8pp | 87.5%-0.7pp | 67.9%+18.9pp |
| Annual return | -14.34% | -10.12%-4.2pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $8,556 | $4,471+91.4% | $6,166+38.8% | $2,596+229.6% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,573 | $7,719-14.8% | $11,616-43.4% | $5,403+21.7% |