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 | $210,644 | $167,484+25.8% | $151,611+38.9% | $134,475+56.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -20.11% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,131 | $6,829-68.8% | $6,166-65.4% | $4,740-55.0% |
| Participant deferral / active EE | $5,018 | $8,986-44.2% | $8,363-40.0% | $6,400-21.6% |
| Admin fee / account holder | $24,707 | $13,783+79.3% | $11,616+112.7% | $11,426+116.2% |