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 | $236,747 | $167,307+41.5% | $143,757+64.7% | $134,475+76.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -13.32% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,339 | $5,619-22.8% | $4,951-12.4% | $4,740-8.5% |
| Participant deferral / active EE | $12,422 | $6,446+92.7% | $5,637+120.4% | $6,400+94.1% |
| Admin fee / account holder | $2,737 | $18,088-84.9% | $14,673-81.3% | $11,426-76.0% |