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 | $246,512 | $167,307+47.3% | $143,757+71.5% | $134,475+83.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.12% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,600 | $5,619-35.9% | $4,951-27.3% | $4,740-24.1% |
| Participant deferral / active EE | $11,975 | $6,446+85.8% | $5,637+112.4% | $6,400+87.1% |
| Admin fee / account holder | $2,135 | $18,088-88.2% | $14,673-85.4% | $11,426-81.3% |