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 | $211,097 | $167,484+26.0% | $151,611+39.2% | $134,475+57.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -16.49% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,524 | $6,829-48.4% | $6,166-42.8% | $4,740-25.7% |
| Participant deferral / active EE | $4,344 | $8,986-51.7% | $8,363-48.1% | $6,400-32.1% |
| Admin fee / account holder | $27,695 | $13,783+100.9% | $11,616+138.4% | $11,426+142.4% |