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 | $161,533 | $167,484-3.6% | $151,611+6.5% | $134,475+20.1% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | -20.90% | 7.80%-28.7pp | 3.33%-24.2pp | 417.96%-438.9pp |
| Employer contribution / active EE | $11,853 | $6,829+73.6% | $6,166+92.2% | $4,740+150.1% |
| Participant deferral / active EE | $11,853 | $8,986+31.9% | $8,363+41.7% | $6,400+85.2% |
| Admin fee / account holder | $14,758 | $13,783+7.1% | $11,616+27.1% | $11,426+29.2% |