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 | $208,627 | $167,307+24.7% | $143,757+45.1% | $134,475+55.1% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -18.34% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,174 | $5,619-61.3% | $4,951-56.1% | $4,740-54.1% |
| Participant deferral / active EE | $4,694 | $6,446-27.2% | $5,637-16.7% | $6,400-26.7% |
| Admin fee / account holder | $452 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |