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 | $220,001 | $142,344+54.6% | $119,609+83.9% | $134,475+63.6% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -15.99% | -12.44%-3.5pp | -14.97%-1.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,068 | $5,222-22.1% | $4,232-3.9% | $4,740-14.2% |
| Participant deferral / active EE | $10,566 | $6,469+63.3% | $5,602+88.6% | $6,400+65.1% |
| Admin fee / account holder | $6,095 | $13,584-55.1% | $10,323-41.0% | $11,426-46.7% |