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 | $209,249 | $167,307+25.1% | $143,757+45.6% | $134,475+55.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.24% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $14,581 | $5,619+159.5% | $4,951+194.5% | $4,740+207.6% |
| Participant deferral / active EE | $13,076 | $6,446+102.9% | $5,637+132.0% | $6,400+104.3% |
| Admin fee / account holder | $11,561 | $18,088-36.1% | $14,673-21.2% | $11,426+1.2% |