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 | $170,890 | $82,286+107.7% | $68,791+148.4% | $134,475+27.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -11.32% | -2.19%-9.1pp | -6.38%-4.9pp | 417.96%-429.3pp |
| Employer contribution / active EE | $3,062 | $3,301-7.2% | $2,655+15.3% | $4,740-35.4% |
| Participant deferral / active EE | $11,960 | $4,739+152.4% | $3,941+203.5% | $6,400+86.9% |
| Admin fee / account holder | $3,402 | $6,481-47.5% | $4,932-31.0% | $11,426-70.2% |