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 | $199,030 | $167,307+19.0% | $143,757+38.4% | $134,475+48.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -8.49% | 0.46%-9.0pp | -0.04%-8.4pp | 417.96%-426.5pp |
| Employer contribution / active EE | $3,233 | $5,619-42.5% | $4,951-34.7% | $4,740-31.8% |
| Participant deferral / active EE | $10,121 | $6,446+57.0% | $5,637+79.5% | $6,400+58.1% |
| Admin fee / account holder | $42,411 | $18,088+134.5% | $14,673+189.0% | $11,426+271.2% |