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 | $204,249 | $167,484+22.0% | $151,611+34.7% | $134,475+51.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -13.79% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,717 | $6,829-30.9% | $6,166-23.5% | $4,740-0.5% |
| Participant deferral / active EE | $11,337 | $8,986+26.2% | $8,363+35.6% | $6,400+77.1% |
| Admin fee / account holder | $7,359 | $13,783-46.6% | $11,616-36.6% | $11,426-35.6% |