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 | $170,708 | $142,344+19.9% | $119,609+42.7% | $134,475+26.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.82% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $6,392 | $5,222+22.4% | $4,232+51.0% | $4,740+34.9% |
| Participant deferral / active EE | $10,560 | $6,469+63.2% | $5,602+88.5% | $6,400+65.0% |
| Admin fee / account holder | $31,571 | $13,584+132.4% | $10,323+205.8% | $11,426+176.3% |