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 | $203,089 | $167,307+21.4% | $143,757+41.3% | $134,475+51.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -9.61% | 0.46%-10.1pp | -0.04%-9.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $12,140 | $5,619+116.0% | $4,951+145.2% | $4,740+156.1% |
| Participant deferral / active EE | $8,220 | $6,446+27.5% | $5,637+45.8% | $6,400+28.4% |
| Admin fee / account holder | $1,233 | $18,088-93.2% | $14,673-91.6% | $11,426-89.2% |