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 | $214,725 | $167,307+28.3% | $143,757+49.4% | $134,475+59.7% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.54% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,343 | $5,619+12.9% | $4,951+28.1% | $4,740+33.8% |
| Participant deferral / active EE | $8,848 | $6,446+37.3% | $5,637+57.0% | $6,400+38.3% |
| Admin fee / account holder | $2,143 | $18,088-88.2% | $14,673-85.4% | $11,426-81.2% |