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 | $241,029 | $105,860+127.7% | $90,749+165.6% | $134,475+79.2% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.7%+5.6pp | 81.2%0pp |
| Annual return | -17.88% | -11.01%-6.9pp | -12.16%-5.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,982 | $3,462+15.0% | $2,921+36.3% | $4,740-16.0% |
| Participant deferral / active EE | $8,632 | $5,216+65.5% | $4,564+89.1% | $6,400+34.9% |
| Admin fee / account holder | $7,061 | $13,938-49.3% | $8,445-16.4% | $11,426-38.2% |