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 | $178,222 | $167,307+6.5% | $143,757+24.0% | $134,475+32.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.90% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,765 | $5,619-50.8% | $4,951-44.2% | $4,740-41.7% |
| Participant deferral / active EE | $9,052 | $6,446+40.4% | $5,637+60.6% | $6,400+41.4% |
| Admin fee / account holder | $2,022 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |