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 | $199,511 | $167,307+19.2% | $143,757+38.8% | $134,475+48.4% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -11.70% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,240 | $5,619-24.5% | $4,951-14.4% | $4,740-10.5% |
| Participant deferral / active EE | $9,714 | $6,446+50.7% | $5,637+72.3% | $6,400+51.8% |
| Admin fee / account holder | $2,779 | $18,088-84.6% | $14,673-81.1% | $11,426-75.7% |