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 9-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 | $167,201 | $167,307-0.1% | $143,757+16.3% | $134,475+24.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.56% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,044 | $5,619-45.8% | $4,951-38.5% | $4,740-35.8% |
| Participant deferral / active EE | $11,108 | $6,446+72.3% | $5,637+97.1% | $6,400+73.6% |
| Admin fee / account holder | $594 | $18,088-96.7% | $14,673-96.0% | $11,426-94.8% |