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 | $174,967 | $110,094+58.9% | $151,611+15.4% | $68,494+155.4% |
| Participation rate | 89.2% | 84.0%+5.2pp | 87.5%+1.7pp | 67.9%+21.3pp |
| Annual return | -14.02% | -10.12%-3.9pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,761 | $4,471-38.3% | $6,166-55.2% | $2,596+6.3% |
| Participant deferral / active EE | $5,091 | $6,527-22.0% | $8,363-39.1% | $4,027+26.4% |
| Admin fee / account holder | $4,059 | $7,719-47.4% | $11,616-65.1% | $5,403-24.9% |