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 | $196,398 | $167,307+17.4% | $143,757+36.6% | $134,475+46.0% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -16.91% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,794 | $5,619+38.7% | $4,951+57.4% | $4,740+64.4% |
| Participant deferral / active EE | $7,449 | $6,446+15.6% | $5,637+32.1% | $6,400+16.4% |
| Admin fee / account holder | $1,309 | $18,088-92.8% | $14,673-91.1% | $11,426-88.5% |