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 | $184,512 | $167,484+10.2% | $151,611+21.7% | $134,475+37.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -18.25% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,115 | $6,829-69.0% | $6,166-65.7% | $4,740-55.4% |
| Participant deferral / active EE | $4,110 | $8,986-54.3% | $8,363-50.9% | $6,400-35.8% |
| Admin fee / account holder | $4,718 | $13,783-65.8% | $11,616-59.4% | $11,426-58.7% |