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 | $201,438 | $167,307+20.4% | $143,757+40.1% | $134,475+49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.84% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,830 | $5,619-49.6% | $4,951-42.8% | $4,740-40.3% |
| Participant deferral / active EE | $7,889 | $6,446+22.4% | $5,637+39.9% | $6,400+23.3% |
| Admin fee / account holder | $2,127 | $18,088-88.2% | $14,673-85.5% | $11,426-81.4% |