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 | $165,274 | $149,333+10.7% | $106,387+55.4% | $135,375+22.1% |
| Participation rate | 95.5% | 81.5%+14.0pp | 77.5%+18.0pp | 82.6%+12.8pp |
| Annual return | -5.17% | 0.52%-5.7pp | 0.25%-5.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,039 | $4,984+1.1% | $3,520+43.2% | $4,779+5.4% |
| Participant deferral / active EE | $12,251 | $7,230+69.5% | $5,421+126.0% | $5,609+118.4% |
| Admin fee / account holder | $4,258 | $15,952-73.3% | $7,510-43.3% | $10,827-60.7% |