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 | $191,140 | $167,307+14.2% | $143,757+33.0% | $134,475+42.1% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -19.48% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,768 | $5,619-32.9% | $4,951-23.9% | $4,740-20.5% |
| Participant deferral / active EE | $7,713 | $6,446+19.7% | $5,637+36.8% | $6,400+20.5% |
| Admin fee / account holder | $5,579 | $18,088-69.2% | $14,673-62.0% | $11,426-51.2% |