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 | $162,207 | $142,344+14.0% | $119,609+35.6% | $134,475+20.6% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.38% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $6,186 | $5,222+18.5% | $4,232+46.2% | $4,740+30.5% |
| Participant deferral / active EE | $7,425 | $6,469+14.8% | $5,602+32.5% | $6,400+16.0% |
| Admin fee / account holder | $625 | $13,584-95.4% | $10,323-93.9% | $11,426-94.5% |