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 | $241,123 | $167,307+44.1% | $143,757+67.7% | $134,475+79.3% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -16.14% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $8,410 | $5,619+49.7% | $4,951+69.9% | $4,740+77.4% |
| Participant deferral / active EE | $6,484 | $6,446+0.6% | $5,637+15.0% | $6,400+1.3% |
| Admin fee / account holder | $14,103 | $18,088-22.0% | $14,673-3.9% | $11,426+23.4% |