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 | $188,791 | $72,607+160.0% | $90,749+108.0% | $66,914+182.1% |
| Participation rate | 71.8% | 73.7%-1.8pp | 75.7%-3.8pp | 69.8%+2.0pp |
| Annual return | -16.19% | -12.28%-3.9pp | -12.16%-4.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,735 | $2,369-26.7% | $2,921-40.6% | $2,544-31.8% |
| Participant deferral / active EE | $4,705 | $3,977+18.3% | $4,564+3.1% | $4,237+11.0% |
| Admin fee / account holder | $12,422 | $707+1656.4% | $8,445+47.1% | $593+1993.9% |