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 | $149,732 | $105,860+41.4% | $90,749+65.0% | $134,475+11.3% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.7%+15.6pp | 81.2%+10.1pp |
| Annual return | -10.84% | -11.01%+0.2pp | -12.16%+1.3pp | 417.96%-428.8pp |
| Employer contribution / active EE | $6,109 | $3,462+76.5% | $2,921+109.2% | $4,740+28.9% |
| Participant deferral / active EE | $4,314 | $5,216-17.3% | $4,564-5.5% | $6,400-32.6% |
| Admin fee / account holder | $123,217 | $13,938+784.1% | $8,445+1359.1% | $11,426+978.4% |