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 | $243,614 | $167,307+45.6% | $143,757+69.5% | $134,475+81.2% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -14.80% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,719 | $5,619-16.0% | $4,951-4.7% | $4,740-0.4% |
| Participant deferral / active EE | $7,517 | $6,446+16.6% | $5,637+33.4% | $6,400+17.5% |
| Admin fee / account holder | $6,989 | $18,088-61.4% | $14,673-52.4% | $11,426-38.8% |