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 | $192,927 | $167,307+15.3% | $143,757+34.2% | $134,475+43.5% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -11.49% | 0.46%-12.0pp | -0.04%-11.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,359 | $5,619-40.2% | $4,951-32.2% | $4,740-29.1% |
| Participant deferral / active EE | $10,110 | $6,446+56.8% | $5,637+79.3% | $6,400+58.0% |
| Admin fee / account holder | $2,840 | $18,088-84.3% | $14,673-80.6% | $11,426-75.1% |