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 | $224,350 | $167,307+34.1% | $143,757+56.1% | $134,475+66.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -15.85% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,341 | $5,619-58.3% | $4,951-52.7% | $4,740-50.6% |
| Participant deferral / active EE | $3,134 | $6,446-51.4% | $5,637-44.4% | $6,400-51.0% |
| Admin fee / account holder | $21,399 | $18,088+18.3% | $14,673+45.8% | $11,426+87.3% |