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 | $197,933 | $95,862+106.5% | $79,550+148.8% | $134,475+47.2% |
| Participation rate | 86.4% | 75.0%+11.3pp | 69.5%+16.9pp | 81.2%+5.1pp |
| Annual return | -14.93% | -2.69%-12.2pp | 0.16%-15.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,743 | $3,128-12.3% | $2,413+13.7% | $4,740-42.1% |
| Participant deferral / active EE | $4,584 | $4,693-2.3% | $3,985+15.0% | $6,400-28.4% |
| Admin fee / account holder | $13,473 | $9,126+47.6% | $6,832+97.2% | $11,426+17.9% |