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 | $215,616 | $142,344+51.5% | $119,609+80.3% | $134,475+60.3% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -14.20% | -12.44%-1.8pp | -14.97%+0.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,131 | $5,222-20.9% | $4,232-2.4% | $4,740-12.8% |
| Participant deferral / active EE | $12,355 | $6,469+91.0% | $5,602+120.5% | $6,400+93.0% |
| Admin fee / account holder | $5,852 | $13,584-56.9% | $10,323-43.3% | $11,426-48.8% |