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 | $168,576 | $140,588+19.9% | $123,104+36.9% | $125,391+34.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -2.21% | 16.80%-19.0pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,425 | $6,041-76.4% | $5,151-72.3% | $4,866-70.7% |
| Participant deferral / active EE | $3,135 | $6,980-55.1% | $6,230-49.7% | $5,352-41.4% |
| Admin fee / account holder | $18,776 | $11,198+67.7% | $9,015+108.3% | $9,540+96.8% |