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 | $224,744 | $167,307+34.3% | $143,757+56.3% | $134,475+67.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -12.62% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,699 | $5,619-34.2% | $4,951-25.3% | $4,740-22.0% |
| Participant deferral / active EE | $10,549 | $6,446+63.7% | $5,637+87.1% | $6,400+64.8% |
| Admin fee / account holder | $6,345 | $18,088-64.9% | $14,673-56.8% | $11,426-44.5% |