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 | $190,352 | $71,883+164.8% | $86,677+119.6% | $68,494+177.9% |
| Participation rate | 76.6% | 72.2%+4.4pp | 76.6%0pp | 67.9%+8.7pp |
| Annual return | -14.16% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,519 | $2,173+16.0% | $2,836-11.2% | $2,596-3.0% |
| Participant deferral / active EE | $9,501 | $3,779+151.4% | $4,656+104.1% | $4,027+135.9% |
| Admin fee / account holder | $3,373 | $6,112-44.8% | $7,493-55.0% | $5,403-37.6% |