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 | $238,645 | $167,307+42.6% | $143,757+66.0% | $134,475+77.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.23% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,527 | $5,619-37.2% | $4,951-28.8% | $4,740-25.6% |
| Participant deferral / active EE | $6,451 | $6,446+0.1% | $5,637+14.4% | $6,400+0.8% |
| Admin fee / account holder | $1,957 | $18,088-89.2% | $14,673-86.7% | $11,426-82.9% |