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 | $196,161 | $167,307+17.2% | $143,757+36.5% | $134,475+45.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -19.23% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,863 | $5,619-13.5% | $4,951-1.8% | $4,740+2.6% |
| Participant deferral / active EE | $5,371 | $6,446-16.7% | $5,637-4.7% | $6,400-16.1% |
| Admin fee / account holder | $3,398 | $18,088-81.2% | $14,673-76.8% | $11,426-70.3% |