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 | $197,399 | $167,307+18.0% | $143,757+37.3% | $134,475+46.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.80% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,999 | $5,619-64.4% | $4,951-59.6% | $4,740-57.8% |
| Participant deferral / active EE | $3,985 | $6,446-38.2% | $5,637-29.3% | $6,400-37.7% |
| Admin fee / account holder | $373 | $18,088-97.9% | $14,673-97.5% | $11,426-96.7% |