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 | $184,843 | $167,307+10.5% | $143,757+28.6% | $134,475+37.5% |
| Participation rate | 79.2% | 84.8%-5.6pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | -14.71% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,626 | $5,619-53.3% | $4,951-47.0% | $4,740-44.6% |
| Participant deferral / active EE | $6,904 | $6,446+7.1% | $5,637+22.5% | $6,400+7.9% |
| Admin fee / account holder | $4,094 | $18,088-77.4% | $14,673-72.1% | $11,426-64.2% |