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 | $203,328 | $167,307+21.5% | $143,757+41.4% | $134,475+51.2% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -15.99% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,294 | $5,619+29.8% | $4,951+47.3% | $4,740+53.9% |
| Participant deferral / active EE | $5,638 | $6,446-12.5% | $5,6370% | $6,400-11.9% |
| Admin fee / account holder | $3,834 | $18,088-78.8% | $14,673-73.9% | $11,426-66.4% |