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 | $185,953 | $167,307+11.1% | $143,757+29.4% | $134,475+38.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.04% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,041 | $5,619-45.9% | $4,951-38.6% | $4,740-35.8% |
| Participant deferral / active EE | $6,475 | $6,446+0.5% | $5,637+14.9% | $6,400+1.2% |
| Admin fee / account holder | $4,196 | $18,088-76.8% | $14,673-71.4% | $11,426-63.3% |