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 | $172,708 | $127,386+35.6% | $115,037+50.1% | $125,391+37.7% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | -0.12% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $3,643 | $5,166-29.5% | $4,608-20.9% | $4,866-25.1% |
| Participant deferral / active EE | $10,935 | $6,423+70.3% | $6,026+81.5% | $5,352+104.3% |
| Admin fee / account holder | $2,952 | $9,516-69.0% | $8,175-63.9% | $9,540-69.1% |