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 | $196,732 | $167,484+17.5% | $151,611+29.8% | $134,475+46.3% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -9.85% | 7.80%-17.6pp | 3.33%-13.2pp | 417.96%-427.8pp |
| Employer contribution / active EE | $9,491 | $6,829+39.0% | $6,166+53.9% | $4,740+100.2% |
| Participant deferral / active EE | $9,188 | $8,986+2.2% | $8,363+9.9% | $6,400+43.6% |
| Admin fee / account holder | $4,832 | $13,783-64.9% | $11,616-58.4% | $11,426-57.7% |