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 | $197,773 | $81,900+141.5% | $119,609+65.3% | $68,494+188.7% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -14.39% | -23.82%+9.4pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $704 | $2,693-73.8% | $4,232-83.4% | $2,596-72.9% |
| Participant deferral / active EE | $2,612 | $4,148-37.0% | $5,602-53.4% | $4,027-35.1% |
| Admin fee / account holder | $25,985 | $6,582+294.8% | $10,323+151.7% | $5,403+381.0% |