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 | $180,814 | $127,386+41.9% | $115,037+57.2% | $125,391+44.2% |
| Participation rate | 79.2% | 84.2%-5.0pp | 81.4%-2.2pp | 83.2%-4.0pp |
| Annual return | -0.43% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $5,808 | $5,166+12.4% | $4,608+26.0% | $4,866+19.4% |
| Participant deferral / active EE | $5,140 | $6,423-20.0% | $6,026-14.7% | $5,352-3.9% |
| Admin fee / account holder | $13,693 | $9,516+43.9% | $8,175+67.5% | $9,540+43.5% |