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 | $194,370 | $140,588+38.3% | $123,104+57.9% | $125,391+55.0% |
| Participation rate | 72.7% | 88.2%-15.5pp | 86.8%-14.1pp | 83.2%-10.5pp |
| Annual return | -0.77% | 16.80%-17.6pp | 13.22%-14.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,373 | $6,041-44.2% | $5,151-34.5% | $4,866-30.7% |
| Participant deferral / active EE | $8,700 | $6,980+24.6% | $6,230+39.7% | $5,352+62.6% |
| Admin fee / account holder | $95,397 | $11,198+751.9% | $9,015+958.3% | $9,540+899.9% |