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 | $170,529 | $167,307+1.9% | $143,757+18.6% | $134,475+26.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -9.80% | 0.46%-10.3pp | -0.04%-9.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $3,314 | $5,619-41.0% | $4,951-33.1% | $4,740-30.1% |
| Participant deferral / active EE | $8,904 | $6,446+38.1% | $5,637+58.0% | $6,400+39.1% |
| Admin fee / account holder | $1,284 | $18,088-92.9% | $14,673-91.3% | $11,426-88.8% |