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 | $165,544 | $81,900+102.1% | $119,609+38.4% | $68,494+141.7% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -16.05% | -23.82%+7.8pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,593 | $2,693-3.7% | $4,232-38.7% | $2,596-0.1% |
| Participant deferral / active EE | $5,023 | $4,148+21.1% | $5,602-10.3% | $4,027+24.7% |
| Admin fee / account holder | $12,345 | $6,582+87.6% | $10,323+19.6% | $5,403+128.5% |