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 | $238,548 | $167,307+42.6% | $143,757+65.9% | $134,475+77.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.53% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,498 | $5,619-2.2% | $4,951+11.1% | $4,740+16.0% |
| Participant deferral / active EE | $7,715 | $6,446+19.7% | $5,637+36.9% | $6,400+20.6% |
| Admin fee / account holder | $4,026 | $18,088-77.7% | $14,673-72.6% | $11,426-64.8% |