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 | $205,083 | $167,484+22.4% | $151,611+35.3% | $134,475+52.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -19.09% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,026 | $6,829-55.7% | $6,166-50.9% | $4,740-36.2% |
| Participant deferral / active EE | $4,422 | $8,986-50.8% | $8,363-47.1% | $6,400-30.9% |
| Admin fee / account holder | $27,673 | $13,783+100.8% | $11,616+138.2% | $11,426+142.2% |