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 | $189,171 | $167,307+13.1% | $143,757+31.6% | $134,475+40.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -15.55% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $8,464 | $5,619+50.6% | $4,951+71.0% | $4,740+78.6% |
| Participant deferral / active EE | $7,624 | $6,446+18.3% | $5,637+35.2% | $6,400+19.1% |
| Admin fee / account holder | $78,713 | $18,088+335.2% | $14,673+436.5% | $11,426+588.9% |