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 | $216,947 | $167,484+29.5% | $151,611+43.1% | $134,475+61.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -15.62% | 7.80%-23.4pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,127 | $6,829-68.9% | $6,166-65.5% | $4,740-55.1% |
| Participant deferral / active EE | $6,888 | $8,986-23.3% | $8,363-17.6% | $6,400+7.6% |
| Admin fee / account holder | $3,252 | $13,783-76.4% | $11,616-72.0% | $11,426-71.5% |