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 | $197,067 | $142,344+38.4% | $119,609+64.8% | $134,475+46.5% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.3%+10.2pp | 81.2%+8.3pp |
| Annual return | -17.69% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,758 | $5,222-47.2% | $4,232-34.8% | $4,740-41.8% |
| Participant deferral / active EE | $9,142 | $6,469+41.3% | $5,602+63.2% | $6,400+42.8% |
| Admin fee / account holder | $1,207 | $13,584-91.1% | $10,323-88.3% | $11,426-89.4% |