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 | $156,437 | $81,900+91.0% | $119,609+30.8% | $68,494+128.4% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.2pp | 67.9%+10.2pp |
| Annual return | -16.71% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,747 | $2,693+39.1% | $4,232-11.5% | $2,596+44.3% |
| Participant deferral / active EE | $9,852 | $4,148+137.5% | $5,602+75.9% | $4,027+144.6% |
| Admin fee / account holder | $7,012 | $6,582+6.5% | $10,323-32.1% | $5,403+29.8% |