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 | $155,262 | $110,094+41.0% | $151,611+2.4% | $68,494+126.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.68% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,172 | $4,471-29.0% | $6,166-48.6% | $2,596+22.2% |
| Participant deferral / active EE | $7,245 | $6,527+11.0% | $8,363-13.4% | $4,027+79.9% |
| Admin fee / account holder | $2,251 | $7,719-70.8% | $11,616-80.6% | $5,403-58.3% |