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 | $248,996 | $167,307+48.8% | $143,757+73.2% | $134,475+85.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.12% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,381 | $5,619-39.8% | $4,951-31.7% | $4,740-28.7% |
| Participant deferral / active EE | $6,563 | $6,446+1.8% | $5,637+16.4% | $6,400+2.5% |
| Admin fee / account holder | $11,548 | $18,088-36.2% | $14,673-21.3% | $11,426+1.1% |