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 | $203,528 | $211,958-4.0% | $169,463+20.1% | $135,375+50.3% |
| Participation rate | 94.4% | 82.6%+11.8pp | 77.8%+16.7pp | 82.6%+11.8pp |
| Annual return | -6.36% | 3.26%-9.6pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,626 | $5,120-48.7% | $4,159-36.9% | $4,779-45.1% |
| Participant deferral / active EE | $12,094 | $6,075+99.1% | $5,277+129.2% | $5,609+115.6% |
| Admin fee / account holder | $3,034 | $11,471-73.5% | $9,109-66.7% | $10,827-72.0% |