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 | $211,139 | $167,307+26.2% | $143,757+46.9% | $134,475+57.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.63% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,034 | $5,619+7.4% | $4,951+21.9% | $4,740+27.3% |
| Participant deferral / active EE | $9,036 | $6,446+40.2% | $5,637+60.3% | $6,400+41.2% |
| Admin fee / account holder | $18,535 | $18,088+2.5% | $14,673+26.3% | $11,426+62.2% |