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 | $210,734 | $167,307+26.0% | $143,757+46.6% | $134,475+56.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -15.60% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,445 | $5,619-74.3% | $4,951-70.8% | $4,740-69.5% |
| Participant deferral / active EE | $8,387 | $6,446+30.1% | $5,637+48.8% | $6,400+31.0% |
| Admin fee / account holder | $15,545 | $18,088-14.1% | $14,673+5.9% | $11,426+36.1% |