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 | $214,464 | $142,344+50.7% | $119,609+79.3% | $134,475+59.5% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -16.98% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,828 | $5,222-26.7% | $4,232-9.5% | $4,740-19.2% |
| Participant deferral / active EE | $8,630 | $6,469+33.4% | $5,602+54.1% | $6,400+34.9% |
| Admin fee / account holder | $12,913 | $13,584-4.9% | $10,323+25.1% | $11,426+13.0% |