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 | $193,445 | $167,307+15.6% | $143,757+34.6% | $134,475+43.9% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -15.06% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,035 | $5,619-63.8% | $4,951-58.9% | $4,740-57.1% |
| Participant deferral / active EE | $6,813 | $6,446+5.7% | $5,637+20.9% | $6,400+6.5% |
| Admin fee / account holder | $11,785 | $18,088-34.8% | $14,673-19.7% | $11,426+3.1% |