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 | $139,363 | $73,004+90.9% | $90,749+53.6% | $68,494+103.5% |
| Participation rate | 73.1% | 70.8%+2.2pp | 75.7%-2.6pp | 67.9%+5.2pp |
| Annual return | -16.17% | -13.81%-2.4pp | -12.16%-4.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,416 | $2,193-35.4% | $2,921-51.5% | $2,596-45.5% |
| Participant deferral / active EE | $5,081 | $3,627+40.1% | $4,564+11.3% | $4,027+26.2% |
| Admin fee / account holder | $10,584 | $5,896+79.5% | $8,445+25.3% | $5,403+95.9% |