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 | $241,667 | $167,307+44.4% | $143,757+68.1% | $134,475+79.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -1.92% | 0.46%-2.4pp | -0.04%-1.9pp | 417.96%-419.9pp |
| Employer contribution / active EE | $3,787 | $5,619-32.6% | $4,951-23.5% | $4,740-20.1% |
| Participant deferral / active EE | $9,300 | $6,446+44.3% | $5,637+65.0% | $6,400+45.3% |
| Admin fee / account holder | $520 | $18,088-97.1% | $14,673-96.5% | $11,426-95.4% |