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 | $220,704 | $175,600+25.7% | $129,110+70.9% | $134,475+64.1% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.3%+12.7pp | 81.2%+8.8pp |
| Annual return | -12.87% | -11.39%-1.5pp | -10.94%-1.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,053 | $6,355-52.0% | $5,052-39.6% | $4,740-35.6% |
| Participant deferral / active EE | $7,681 | $7,975-3.7% | $6,542+17.4% | $6,400+20.0% |
| Admin fee / account holder | $25,461 | $23,567+8.0% | $14,302+78.0% | $11,426+122.8% |