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 | $196,341 | $167,307+17.4% | $143,757+36.6% | $134,475+46.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.71% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,142 | $5,619-44.1% | $4,951-36.5% | $4,740-33.7% |
| Participant deferral / active EE | $7,117 | $6,446+10.4% | $5,637+26.3% | $6,400+11.2% |
| Admin fee / account holder | $8,069 | $18,088-55.4% | $14,673-45.0% | $11,426-29.4% |