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 | $218,488 | $167,307+30.6% | $143,757+52.0% | $134,475+62.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -10.48% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,584 | $5,619-54.0% | $4,951-47.8% | $4,740-45.5% |
| Participant deferral / active EE | $7,363 | $6,446+14.2% | $5,637+30.6% | $6,400+15.0% |
| Admin fee / account holder | $1,149 | $18,088-93.6% | $14,673-92.2% | $11,426-89.9% |