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 | $196,049 | $167,307+17.2% | $143,757+36.4% | $134,475+45.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -16.72% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $5,194 | $5,619-7.6% | $4,951+4.9% | $4,740+9.6% |
| Participant deferral / active EE | $2,956 | $6,446-54.1% | $5,637-47.6% | $6,400-53.8% |
| Admin fee / account holder | $16,077 | $18,088-11.1% | $14,673+9.6% | $11,426+40.7% |