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 | $214,488 | $167,307+28.2% | $143,757+49.2% | $134,475+59.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.11% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,145 | $5,619-61.8% | $4,951-56.7% | $4,740-54.7% |
| Participant deferral / active EE | $5,640 | $6,446-12.5% | $5,637+0.1% | $6,400-11.9% |
| Admin fee / account holder | $3,351 | $18,088-81.5% | $14,673-77.2% | $11,426-70.7% |