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 | $225,697 | $167,484+34.8% | $151,611+48.9% | $134,475+67.8% |
| Participation rate | 76.2% | 88.4%-12.2pp | 87.5%-11.3pp | 81.2%-5.0pp |
| Annual return | -16.37% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,886 | $6,829-43.1% | $6,166-37.0% | $4,740-18.0% |
| Participant deferral / active EE | $9,787 | $8,986+8.9% | $8,363+17.0% | $6,400+52.9% |
| Admin fee / account holder | $5,645 | $13,783-59.0% | $11,616-51.4% | $11,426-50.6% |