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 | $236,939 | $167,307+41.6% | $143,757+64.8% | $134,475+76.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -18.80% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,953 | $5,619-65.2% | $4,951-60.5% | $4,740-58.8% |
| Participant deferral / active EE | $8,752 | $6,446+35.8% | $5,637+55.3% | $6,400+36.8% |
| Admin fee / account holder | $1,216 | $18,088-93.3% | $14,673-91.7% | $11,426-89.4% |