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 | $215,537 | $167,307+28.8% | $143,757+49.9% | $134,475+60.3% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.31% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,570 | $5,619+16.9% | $4,951+32.7% | $4,740+38.6% |
| Participant deferral / active EE | $4,627 | $6,446-28.2% | $5,637-17.9% | $6,400-27.7% |
| Admin fee / account holder | $2,805 | $18,088-84.5% | $14,673-80.9% | $11,426-75.5% |