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 | $200,441 | $113,935+75.9% | $94,224+112.7% | $125,391+59.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -1.03% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $3,576 | $4,727-24.3% | $3,587-0.3% | $4,866-26.5% |
| Participant deferral / active EE | $8,752 | $5,179+69.0% | $4,320+102.6% | $5,352+63.5% |
| Admin fee / account holder | $692 | $8,391-91.7% | $6,269-89.0% | $9,540-92.7% |