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 | $187,157 | $167,307+11.9% | $143,757+30.2% | $134,475+39.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.64% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,043 | $5,619-45.8% | $4,951-38.5% | $4,740-35.8% |
| Participant deferral / active EE | $9,375 | $6,446+45.4% | $5,637+66.3% | $6,400+46.5% |
| Admin fee / account holder | $2,184 | $18,088-87.9% | $14,673-85.1% | $11,426-80.9% |