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 | $202,088 | $167,307+20.8% | $143,757+40.6% | $134,475+50.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.31% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,816 | $5,619-49.9% | $4,951-43.1% | $4,740-40.6% |
| Participant deferral / active EE | $8,932 | $6,446+38.6% | $5,637+58.5% | $6,400+39.6% |
| Admin fee / account holder | $2,380 | $18,088-86.8% | $14,673-83.8% | $11,426-79.2% |