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 | $194,218 | $167,307+16.1% | $143,757+35.1% | $134,475+44.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -12.75% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $25,545 | $5,619+354.6% | $4,951+416.0% | $4,740+439.0% |
| Participant deferral / active EE | $13,270 | $6,446+105.9% | $5,637+135.4% | $6,400+107.3% |
| Admin fee / account holder | $36,024 | $18,088+99.2% | $14,673+145.5% | $11,426+215.3% |