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 | $234,317 | $167,307+40.1% | $143,757+63.0% | $134,475+74.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -16.79% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $6,110 | $5,619+8.7% | $4,951+23.4% | $4,740+28.9% |
| Participant deferral / active EE | $6,405 | $6,446-0.6% | $5,637+13.6% | $6,400+0.1% |
| Admin fee / account holder | $5,176 | $18,088-71.4% | $14,673-64.7% | $11,426-54.7% |