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 | $195,589 | $211,958-7.7% | $169,463+15.4% | $135,375+44.5% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -3.45% | 3.26%-6.7pp | 1.83%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,280 | $5,120-55.5% | $4,159-45.2% | $4,779-52.3% |
| Participant deferral / active EE | $9,048 | $6,075+48.9% | $5,277+71.5% | $5,609+61.3% |
| Admin fee / account holder | $11,420 | $11,471-0.4% | $9,109+25.4% | $10,827+5.5% |