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 | $187,033 | $81,900+128.4% | $119,609+56.4% | $68,494+173.1% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | -14.07% | -23.82%+9.7pp | -14.97%+0.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,504 | $2,693-44.2% | $4,232-64.5% | $2,596-42.1% |
| Participant deferral / active EE | $2,649 | $4,148-36.1% | $5,602-52.7% | $4,027-34.2% |
| Admin fee / account holder | $21,636 | $6,582+228.7% | $10,323+109.6% | $5,403+300.5% |