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 8-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 | $218,910 | $167,307+30.8% | $143,757+52.3% | $134,475+62.8% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -17.24% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,446 | $5,619+14.7% | $4,951+30.2% | $4,740+36.0% |
| Participant deferral / active EE | $5,925 | $6,446-8.1% | $5,637+5.1% | $6,400-7.4% |
| Admin fee / account holder | $1,307 | $18,088-92.8% | $14,673-91.1% | $11,426-88.6% |