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 | $228,198 | $167,307+36.4% | $143,757+58.7% | $134,475+69.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -14.65% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,754 | $5,619-15.4% | $4,951-4.0% | $4,740+0.3% |
| Participant deferral / active EE | $10,707 | $6,446+66.1% | $5,637+89.9% | $6,400+67.3% |
| Admin fee / account holder | $2,436 | $18,088-86.5% | $14,673-83.4% | $11,426-78.7% |