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 | $138,355 | $54,229+155.1% | $70,092+97.4% | $68,494+102.0% |
| Participation rate | 76.2% | 64.5%+11.7pp | 70.5%+5.7pp | 67.9%+8.3pp |
| Annual return | -10.83% | -13.87%+3.0pp | 190.73%-201.6pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,761 | $2,018-12.7% | $2,559-31.2% | $2,596-32.2% |
| Participant deferral / active EE | $5,623 | $2,956+90.3% | $3,849+46.1% | $4,027+39.6% |
| Admin fee / account holder | $4,700 | $4,694+0.1% | $6,267-25.0% | $5,403-13.0% |