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 | $215,844 | $167,307+29.0% | $143,757+50.1% | $134,475+60.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.18% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,952 | $5,619-65.3% | $4,951-60.6% | $4,740-58.8% |
| Participant deferral / active EE | $6,990 | $6,446+8.4% | $5,637+24.0% | $6,400+9.2% |
| Admin fee / account holder | $8,074 | $18,088-55.4% | $14,673-45.0% | $11,426-29.3% |