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 | $196,291 | $142,344+37.9% | $119,609+64.1% | $134,475+46.0% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -15.38% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,685 | $5,222-29.4% | $4,232-12.9% | $4,740-22.2% |
| Participant deferral / active EE | $3,263 | $6,469-49.6% | $5,602-41.8% | $6,400-49.0% |
| Admin fee / account holder | $13,714 | $13,584+1.0% | $10,323+32.8% | $11,426+20.0% |