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 5-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 | $212,645 | $167,307+27.1% | $143,757+47.9% | $134,475+58.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.93% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,116 | $5,619-26.8% | $4,951-16.9% | $4,740-13.2% |
| Participant deferral / active EE | $15,488 | $6,446+140.3% | $5,637+174.8% | $6,400+142.0% |
| Admin fee / account holder | $1,942 | $18,088-89.3% | $14,673-86.8% | $11,426-83.0% |