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 | $206,411 | $167,307+23.4% | $143,757+43.6% | $134,475+53.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.08% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,752 | $5,619-51.0% | $4,951-44.4% | $4,740-41.9% |
| Participant deferral / active EE | $5,875 | $6,446-8.9% | $5,637+4.2% | $6,400-8.2% |
| Admin fee / account holder | $1,955 | $18,088-89.2% | $14,673-86.7% | $11,426-82.9% |