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 | $226,351 | $167,307+35.3% | $143,757+57.5% | $134,475+68.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.18% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,598 | $5,619-53.8% | $4,951-47.5% | $4,740-45.2% |
| Participant deferral / active EE | $8,318 | $6,446+29.1% | $5,637+47.6% | $6,400+30.0% |
| Admin fee / account holder | $3,078 | $18,088-83.0% | $14,673-79.0% | $11,426-73.1% |