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 | $246,409 | $167,307+47.3% | $143,757+71.4% | $134,475+83.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -18.76% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,327 | $5,619-58.6% | $4,951-53.0% | $4,740-50.9% |
| Participant deferral / active EE | $6,117 | $6,446-5.1% | $5,637+8.5% | $6,400-4.4% |
| Admin fee / account holder | $1,331 | $18,088-92.6% | $14,673-90.9% | $11,426-88.4% |